Danielle Salters, financial advisor Wilton CT
93 score

Danielle Salters

CRD Number: 5395814
Current Firm: Stonebridge Advisors LLC

Danielle Salters (CRD# 5395814) is an Investment Advisor Representative working at Stonebridge Advisors LLC in Wilton, CT and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Stonebridge Advisors LLC Wilton, CT Feb 2012 - Current 4
S. Goldman Advisors LLC New York, NY Jan 2010 - Jan 2012 2
S Goldman Capital LLC New York, NY Jun 2009 - Apr 2010 < 1
Ubs Washington, DC Jul 2007 - May 2009 1
Duke University Durham, NC Aug 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Danielle V. Salters
Phone Number: 203-762-0004
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    4,192
    MILLIONS
  • Total Number of Accounts
    3,813
    ACCOUNTS
  • Average Account Value
    $1,099,455
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI, WV

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

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