Danielle PenningtonCRD Number: 5612777
Current Firm: Threshold Group, LLC
Danielle Pennington (CRD# 5612777) is an Investment Advisor Representative working at Threshold Group, LLC in Philadelphia, PA and has over 7 years of experience in the finance industry.
Triad Advisors, LLC
Clothier Springs Capital Management, LLC
Cypress Financial Planning
|Morgan Stanley Smith Barney||Philadelphia, PA||Nov 2011 - Current||6|
|Bny Mellon Trust Co||Philadelphia, PA||Mar 2011 - Nov 2011||< 1|
|Morgan Stanley Smith Barney||Los Angeles, CA||Feb 2010 - Mar 2011||1|
|Morgan Stanley Smith Barney||San Francisco, CA||Oct 2008 - Feb 2010||1|
|Womens Faculty Club||Berkeley, CA||Jul 2007 - Oct 2009||2|
|University Of California Berkeley||Berkeley, CA||Aug 2005 - May 2009||3|
|Heffernan Insurance Brokers||San Francisco, CA||Jun 2008 - Aug 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2010|
Total Assets Under Management2,830MILLIONS
Total Number of Accounts1,476ACCOUNTS
Average Account Value$1,917,213
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, LA, MA, MD, MI, NH, NJ, NY, OR, PA, TX, WA
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