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Daniele Beasley

Daniele Beasley

MISSION WEALTH MANAGEMENT, LP
Santa Barbara, CA 93101
Some features on this profile are disabled
CRD#: 2049748
Daniele Beasley

Professional summary

Daniele Beasley, CFP®, who also goes by Daniele (nmn) Beasley, Daniele Mortensen, is a registered financial advisor currently at MISSION WEALTH MANAGEMENT, LP located in Santa Barbara, California.

Daniele is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Daniele has worked at 7 firms and has passed the Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Daniele (nmn) Beasley | Daniele Mortensen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniele Beasley's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2019

Experience

Current

August 14, 2024 - Present

MISSION WEALTH MANAGEMENT, LP

Office #1: 1111 Chapala Street 3rd Floor, Santa Barbara, CA 93101
RIA
CRD#: 113057
Santa Barbara, CA
Past

February 17, 2022 - September 8, 2024

TWENTY

RIA
CRD#: 318421
SANTA BARBARA, CA
Past

November 19, 2021 - December 13, 2021

ONE CAPITAL MANAGEMENT, LLC

RIA
CRD#: 114861
WESTLAKE VILLAGE, CA
Past

January 5, 2021 - October 25, 2021

APEX FINANCIAL ADVISORS, INC

RIA
CRD#: 155210
Los Angeles, CA
Past

January 3, 2019 - November 10, 2020

TWENTY

RIA
CRD#: 298923
Los Angeles, CA
Past

December 6, 2001 - June 16, 2004

CITY NATIONAL SECURITIES, INC.

BD
CRD#: 103705
LOS ANGELES, CA
Past

September 14, 1999 - January 26, 2000

LUCIA SECURITIES, LLC

BD
CRD#: 37179
SAN DIEGO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MISSION WEALTH MANAGEMENT, LP
MISSION WEALTH | MISSION WEALTH MANAGEMENT, LP | MISSION WEALTH MANAGEMENT, LLC

CRD#: 113057 / SEC#: 801-61230

RIA
Registered Investment Advisory firm - (6/7/2002 Approved)
California
Registered Investment Advisory firm - (6/14/2002 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(8/14/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/29/2018
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/3/2020
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/13/1999
General Securities Representative Examination

Current Firm

MW
MISSION WEALTH MANAGEMENT, LP
MISSION WEALTH | MISSION WEALTH MANAGEMENT, LP | MISSION WEALTH MANAGEMENT, LLC

CRD#: 113057 / SEC#: 801-61230

RIA
Registered Investment Advisory firm - (6/7/2002 Approved)
California
Registered Investment Advisory firm - (6/14/2002 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1111 Chapala Street 3rd Floor, Santa Barbara, CA 93101
Mailing Address
Phone number
(805) 882-2360
Established
Firm type
Fiscal year end
# of Employees
184

SEC notice filing (43 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MWM FORM ADV PART 2A - FIRM BROCHURE (3/19/2026)

Regulatory assets under management

Total Number of Accounts16,573
AUM (Assets Under Management)$ 13,912,131,150

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MISSION WEALTH MANAGEMENT, LP

CRD#: 113057Santa Barbara, CA 93101

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