Danielle Alcide, financial advisor Huntersville NC

Danielle Alcide

CRD Number: 5730661
Current Firm: Facet Wealth, Inc.

Danielle Alcide (CRD# 5730661) is an Investment Advisor Representative working at Facet Wealth, Inc. in Huntersville, NC and has over 11 years of experience in the finance industry. Danielle Alcide has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Facet Wealth Huntersville, NC Apr 2021 - Current < 1
Tiaa-cref Individual & Institutional Services, LLC Charlotte, NC Dec 2015 - Current 5
Tiaa Charlotte, NC Dec 2015 - Apr 2021 5
J.p. Morgan Securities LLC Newark, DE Sep 2014 - Dec 2015 1
Jpmorgan Chase Bank Na Newark, DE Jul 2014 - Dec 2015 1
Vanguard Malvern, PA Mar 2011 - Jul 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2009
S65 NASAA Investment Advisors Law Examination Jan 2016
Contact Info for Danielle C. Alcide
Phone Number: (443)376-6222
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    502
    MILLIONS
  • Total Number of Accounts
    2,517
    ACCOUNTS
  • Average Account Value
    $199,543
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV, WY

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