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Danita Jelani Rios

Vigilare Wealth Management LLC

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About Danita Jelani Rios

Danita Jelani Rios is an investment advisor representative with Vigilare Wealth Management LLC located in Scottsdale, Arizona. Danita has been in the industry since 2005 and has experience working at Wells Fargo Investments, LLC and Edward Jones. Danita is licensed in Arizona and has passed the Series 63, 66 and 65 exams. Danita specializes in providing financial planning, educational seminars, selection of other advisors, portfolio management for businesses and individuals.

Firm Information

Danita Rios is currently registered with Vigilare Wealth Management LLC. Vigilare Wealth Management LLC is a registered investment advisor located in Scottsdale, Arizona. They provide financial planning, educational seminars, and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. They have approximately $291 million in assets under management.
Vigilare Wealth Management LLC

8585 EAST HARTFORD DRIVE

SCOTTSDALE, AZ 85255

$291.01M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Danita Rios’s Registration & Firm History

AZ

10/11/2019 - Present

Vigilare Wealth Management LLC (SCOTTSDALE AZ)

AZ

12/17/2008 - 02/23/2010

WELLS FARGO INVESTMENTS, LLC (PHOENIX AZ)

CA

05/27/2005 - 12/16/2008

EDWARD JONES (SAN DIEGO CA)

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Licenses & Designations

IA

Issued 10/03/2019

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 01/27/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/08/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/26/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Danita Jelani Rios.
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