Danielle Reitz, financial advisor Baltimore MD

Danielle Reitz

CRD Number: 2996518
Current Firm: Facet

Danielle Reitz (CRD# 2996518) is an Investment Advisor Representative working at Facet in Baltimore, MD and has over 26 years of experience in the finance industry. Danielle Reitz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Facet Wealth Baltimore, MD Oct 2018 - Current 5
Icma-rc Washington, DC Jun 2017 - Oct 2018 1
Usaa Financial Advisors, Inc. San Antonio, TX Jun 2006 - Jun 2017 11
Usaa Financial Planning Services San Antonio, TX Jun 2006 - Jun 2017 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
Contact Info for Danielle M. Reitz
Phone Number: (443)376-6222
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    2,545
    MILLIONS
  • Total Number of Accounts
    24,977
    ACCOUNTS
  • Average Account Value
    $101,880
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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