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Danielle Chaisson

CRD# 4819882·Registered 2010 - 2023
Previously Registered: Being a previously registered professional could mean that Danielle is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Danielle Chaisson, who also goes by Danielle Marie Chaisson, Danielle Marie Grondin, Danielle Grondon, Danielle Marie Rondeau, was a registered financial advisor. Danielle was a previously registered financial professional and started their career in finance 2010 - 2023. Danielle had worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 27 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Danielle Marie Chaisson, Danielle Marie Grondin, Danielle Grondon, Danielle Marie Rondeau

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

16 years in the financial services industry

Current & Past Employments

AVANTAX ADVISORY SERVICES·CRD# 104556
RIA
Dover, NH
August 29, 2019 - December 5, 2023
AVANTAX INVESTMENT SERVICES, INC.·CRD# 13686
BD
Dover, NH
August 29, 2019 - December 5, 2023
SECURE PLANNING, LLC·CRD# 42179
RIA
Portsmouth, NH
June 29, 2017 - November 19, 2018
SECURE PLANNING, LLC·CRD# 42179
BD
Portsmouth, NH
July 20, 2010 - November 19, 2018

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Current Firm

AA
AVANTAX ADVISORY SERVICES

1ST GLOBAL ADVISORY SERVICES | HD VEST ADVISORY SERVICES | H.D. VEST ADVISORY SERVICES, INC | AVANTAX WEALTH MANAGEMENT | AVANTAX ADVISORY SERVICES, INC. | AVANTAX ADVISORY SERVICES

CRD#: 104556 / SEC#: 801-29892

Contact Information

Main Address

3200 Olympus Blvd Suite 100, Dallas, TX 75019

Phone Number

(972) 870-6000

# of Employees

2,278

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV 2A FIRM BROCHURE (3/31/2025)

Regulatory Assets Under Management

Total Number of Accounts

140,306

AUM (Assets Under Management)

$46,109,939,749

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/13/2024Cover PageReport
11/28/2023Cover PageReport

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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.

1)Avantax Insurance Agency, LLC~'IR'~6333 North State Highway 161, 4th Floor~Irving~TX~75038~Equity Indexed Annuity~Agent~8/24/2019~40hrs~20hrs~I may have the ability to sell any, or all of the following products: variable annuities, fixed annuities, any/all types of index annuities, variable insurance (e.g. VUL/VIL). 2)ECDC Holdings, LLC~'NIR'~130 Central Avenue #LL3~Dover~NH~03820~Other~Other~9/24/2018~40hrs~20hrs~Accounting Marketing, Best Practices, Clerical 3)Dee Business Consultant, LLC~'NIR'~130 Central Avenue #LL3~Dover~NH~03820~Accounting Services/Tax Preparation~Other~9/5/2018~80hrs~40hrs~Quickbooks Tax Service for Clients Business practice recommendations for clients Meeting with clients Talking with clients| 4) DOVER LITTLE GREEN CHEERLEADING POSITION: Treasurer NATURE: This is a 501c3 organization for youth cheerleading ages 4-14. The position of treasurer overseas the bank account, payment of bills, and collection of registrations fees and fundraising. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2022 ADDRESS: PO Box 493, Dover NH 03820, United States DESCRIPTION: I take the money to the bank. Create the monthly financial statements and perform the bank reconciliations.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2017About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2011About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 2011About the Series 6 exam

Series 27 — Financial and Operations Principal Examination

Passed Jul 2010About the Series 27 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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