Danielle M. Reitz

APRIO WEALTH MANAGEMENT

Pittsburgh, PA

CRD#: 2996518

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Professional summary

Danielle Marie Reitz, CFP®, who also goes by Danielle Marie Cole, Danielle M Reitz, Danielle Marie Reitz, is a registered financial advisor currently at APRIO WEALTH MANAGEMENT, LLC located in Pittsburgh, Pennsylvania.

Danielle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Danielle has worked at 10 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Danielle Marie Cole | Danielle M Reitz | Danielle Marie Reitz

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 Danielle Marie Reitz'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: 2006

Experience

Current

June 11, 2026 - Present

APRIO WEALTH MANAGEMENT, LLC

RIA

CRD#: 127333

Pittsburgh, PA

Past

October 31, 2018 - November 17, 2025

FACET

RIA

CRD#: 285961

Pittsburg, PA

Past

August 2, 2017 - October 22, 2018

MISSIONSQUARE RETIREMENT

RIA

CRD#: 108783

Glen Allen, VA

Past

August 2, 2017 - October 22, 2018

MISSIONSQUARE WEALTH MANAGEMENT

CRD#: 23189

Richmond, VA

Past

July 13, 2006 - June 22, 2017

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

SAN ANTONIO, TX

Past

June 30, 2006 - June 22, 2017

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

SAN ANTONIO, TX

Past

January 22, 2002 - May 30, 2006

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

Past

August 29, 2000 - July 5, 2001

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

January 28, 1998 - October 29, 1999

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

January 28, 1998 - October 29, 1999

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

APRIO WEALTH MANAGEMENT, LLC

APRIO WEALTH MANAGEMENT, LLC | TEGRA FINANCIAL PARTNERS | HA&W WEALTH MANAGEMENT, LLC

CRD#: 127333 / SEC#: 801-63326

RIA

Registered Investment Advisory firm - (7/9/2004 Approved)

Georgia

Registered Investment Advisory firm - (7/16/2004 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Pennsylvania
(6/11/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/26/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/23/1998

General Securities Representative Examination

Current Firm

APRIO WEALTH MANAGEMENT, LLC

APRIO WEALTH MANAGEMENT, LLC | TEGRA FINANCIAL PARTNERS | HA&W WEALTH MANAGEMENT, LLC

CRD#: 127333 / SEC#: 801-63326

RIA

Registered Investment Advisory firm - (7/9/2004 Approved)

Georgia

Registered Investment Advisory firm - (7/16/2004 Terminated)

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Contact information

Main Address

2002 Summit Boulevard Suite 120, Atlanta, GA 30319

Mailing Address

Phone number

(404) 892-9651

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APRIO WEALTH MANAGEMENT FORM ADV PART 2A (2/3/2026)

Regulatory assets under management

Total Number of Accounts	2,269
AUM (Assets Under Management)	$ 2,635,136,991

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.

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Advisor Monitoring

Firm Stability Insights

Danielle M. Reitz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danielle Marie Reitz's CRS (Customer Relationship Summary).

Certified licenses

Experience

FACET

MISSIONSQUARE RETIREMENT

MISSIONSQUARE WEALTH MANAGEMENT

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

VANGUARD MARKETING CORPORATION

CHARLES SCHWAB & CO., INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

APRIO WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/26/1998

SIE

Date: 10/1/2018

Series 7

Date: 1/23/1998

Current Firm

APRIO WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (31 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

APRIO WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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