Danielle Annechiarico, financial advisor Wilmington NC
93 score

Danielle Annechiarico

CRD Number: 5582433
Current Firm: Old North State Wealth Management, LLC

Danielle Annechiarico (CRD# 5582433) is an Investment Advisor Representative working at Old North State Wealth Management, LLC in Wilmington, NC and has over 8 years of experience in the finance industry.

Similar Advisors
Leslie Kern, financial advisor Wilmington NC
Leslie H. Kern
CRD# 1140180
Les H. Kern
Similar Advisors
Walker Abney, financial advisor Wilmington NC
Walker L. Abney
CRD# 5248339
Tilia Fiduciary Partners, Inc.
Similar Advisors
Gerard Alberts, financial advisor Wilmington NC
Gerard H. Alberts
CRD# 1035351
Wells Fargo Advisors, LLC
Company Name Location Dates Years
Comprehensive Asset Management & Servicing, Inc. Parsippany, NJ Apr 2011 - Current 5
Old North State Wealth Management Wilmington, NC Sep 2010 - Current 6
The Vanguard Group Charlotte, NC Aug 2008 - Jul 2010 1
Collins And Collins Law Office Wilmington, NC Jun 2007 - Jul 2008 1
University Of North Carolina At Wilmington Wilmington, NC Aug 2004 - May 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S65 NASAA Investment Advisors Law Examination Oct 2012
Contact Info for Danielle N. Annechiarico
Phone Number: 910-509-3800
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.