Danny Munoz, financial advisor Westlake TX

Danny Munoz

CRD Number: 5430637
Current Firm: Fidelity Personal And Workplace Advisors

Danny Munoz (CRD# 5430637) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Personal And Workplace Advisors Boston, MA Jul 2018 - Current 5
Fidelity Brokerage Services LLC Westlake, TX Jan 2008 - Current 16
Fidelity Investments Westlake, TX Aug 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S66 NASAA Uniform Combined State Law Examination Jan 2011
Contact Info for Danny Munoz
Phone Number: 617-563-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
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 businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, WY

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