Danielle Bronner (CRD# 6668485) is an Investment Advisor Representative working at Mariner Independent in Newport Beach, CA and has over 6 years of experience in the finance industry. Danielle Bronner 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.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mariner Platform Solutions | Newport Beach, CA | Mar 2022 - Current | 2 |
| Ocean Heights Advisors | Newport Beach, CA | Mar 2022 - Current | 2 |
| Miracle Mile Advisors LLC | Los Angeles, CA | Jul 2020 - Feb 2022 | 1 |
| Unemployed | Newport Beach, CA | Nov 2019 - Jun 2020 | < 1 |
| Green Street Advisors, LLC | Newport Beach, CA | May 2018 - Oct 2019 | 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Oct 2017 - May 2018 | < 1 |
| Morgan Stanley | Los Angeles, CA | Jul 2017 - May 2018 | < 1 |
| University Of Chicago Booth School Of Business | Chicago, IL | Aug 2015 - Jun 2017 | 1 |
| Gcm Grosvenor | Chicago, IL | Aug 2013 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
- CA
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Total Assets Under Management4,346MILLIONS
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Total Number of Accounts8,802ACCOUNTS
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Average Account Value$493,709
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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