Danielle WrubelCRD Number: 6929943
Current Firm: Adviceone Advisory Services, LLC
Danielle Wrubel (CRD# 6929943) is an Investment Advisor Representative working at Adviceone Advisory Services, LLC in Glastonbury, CT and has over 4 years of experience in the finance industry. Danielle Wrubel 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.
Upper Left Wealth Management, LLC
Springboard Asset Management LLC
Milestone Asset Management Group, LLC
|Adviceone Advisory Services, LLC||Glastonbury, CT||Nov 2017 - Current||5|
|Securities Service Network||Glastonbury, CT||Nov 2017 - Nov 2019||2|
|Keybank||Storrs, CT||Jun 2016 - Nov 2017||1|
|Whus||Storrs, CT||Jan 2014 - May 2017||3|
|Aetna||Hartford, CT||Jun 2014 - Jun 2016||2|
|Student||Storrs, CT||May 2008 - Jun 2014||6|
|Town Of Coventry||Coventry, CT||May 2011 - Aug 2013||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2018|
Total Assets Under Management1,299MILLIONS
Total Number of Accounts4,593ACCOUNTS
Average Account Value$282,928
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, CT, FL, GA, IA, IL, IN, MA, MD, ME, MO, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TX, VA
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