Danielle Mask, financial advisor Westlake TX
93 score

Danielle Mask

CRD Number: 5530118
Current Firm: Strategic Advisers, Inc.

Danielle Mask (CRD# 5530118) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Westlake, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services, LLC Westlake, TX Jan 2015 - Current 1
Wells Fargo Advisors LLC Dallas, TX Mar 2012 - Nov 2014 2
Edward Jones St. Louis, MO Nov 2009 - Jan 2012 2
State Farm Vp Management Corp. Plano, TX May 2008 - Nov 2009 1
State Farm Insurance-agent Joseph Jackson Plano, TX Apr 2008 - Nov 2009 1
State Farm Insurance- Agent Kim Adams Plano, TX Jan 2008 - Mar 2008 < 1
A+ Student Staffing Dallas, TX Aug 2007 - Jan 2008 < 1
State Farm Insurance Dallas, TX Sep 2007 - Dec 2007 < 1
Texas State University- San Marcos San Marcos, TX Aug 2003 - Aug 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
S66 NASAA Uniform Combined State Law Examination Jan 2010
Contact Info for Danielle E. Mask
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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