Daniel Muniz
Financial advisor at Parliament Capital Management, LLC · San Juan, PR
Last updated 2026-10-10
Claim your profileDaniel Muniz is a financial advisor at Parliament Capital Management, LLC in San Juan, PR, CRD 8252775. Licenses and exams on the registration: Series 65. IAPD registration began 2026-05-04.
Registration
- CRD number
- 8252775
- Registration status
- Active
- IAPD registration
- 2026-05-04
- Industry Experience
- 0 years
- Work Experience
- 10 years
- States registered
- PR
Licenses and exams
- Series 65
Work history
- 2020-01 to 2023-05 · Techtronic Industries · Cayey, PR
- 2023-08 to 2025-08 · Oriental Bank · San Juan, PR
- 2023-06 to 2023-07 · Evertec · San Juan, PR
- 2025-09 to Present · Parliament Capital Management, LLC · San Juan, PR
- 2016-04 to 2019-12 · Bentley University · Waltham, MA
Current employment
- Parliament Capital Management, LLC · San Juan, PR
Parliament Capital Management, LLC
- Regulatory AUM
- $1,151,174,999
- Registered advisors
- 9
- Offices
- 1
- Clients per advisor
- 2.6 (Low)
- Average AUM per client
- $50.1M (Moderate)
- High-net-worth client ratio
- 0.0% (Low)
Parliament Capital Management, LLC: advisors, services and reported ETF investments
About
Daniel Muniz is a financial advisor at Parliament Capital Management, LLC in San Juan, PR. Reported securities licenses include Series 65. The latest record indicates less than 1 year of industry experience and 10 years of reported work history.
Parliament Capital Management, LLC's firm-level Form ADV reports 9 advisors across 1 offices; approximately 2.6 clients per advisor, average assets per client of $50,051,087, and regulatory AUM of $1.2B; client categories including Pooled investment vehicles; services including Portfolio Management: Pooled Investment Vehicles.
What this firm offers
Filed by Parliament Capital Management, LLC on Form ADV.
Client services
- Pooled Investment Vehicles
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
Business and affiliations
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
1511 Ponce de Leon Ave., San Juan, PR 00909
9 advisors at this office.
Contact
The firm's filed contact details.
- Phone: (787) 200-9004
- Website: parliamentcapital.com
Official record
Are you Daniel Muniz?
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