DC
Danielle M. Cinicolo
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT
DAYTONA BEACH, FL 32114
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CRD#: 4910310
DC
Professional summary
Danielle Marie Cinicolo is a registered financial advisor currently at KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC located in Daytona Beach, Florida.
Danielle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Danielle has worked at 2 firms and has passed the Series 65 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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. MAD HATTERS MANAGEMENT, LLC. DAYTONA BEACH, FL. EMPLOYEE OF SUPPORT COMPANY FOR KEYES, STANGE & WOOTEN CPA FIRM, LLC AND KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC. STARTED 12/2004 TO PRESENT.
2. KEYES, STANGE & WOOTEN CPA FIRM, LLC. DAYTONA BEACH, FL. ASSISTANT DIRECTOR OF TAX AND ACCOUNTING SERVICES. STARTED 12/2004 TO PRESENT. 80 HOURS MONTHLY DURING TRADING HOURS.
3. RESIDENTIAL REAL ESTATE RENTAL - RECEIVE MONTHLY RENTAL INCOME. 0 HOURS PER MONTH DURING TRADING HOURS.
4. DAYTONA ATHLETIC CLUB, LLC - DAYTONA BEACH, FL - MINORITY OWNER - STARTED 07/31/18 TO PRESENT. 3 HOURS WEEKLY, 0 DURING TRADING HOURS. NOT INVESTMENT RELATED.
5. IHRE, LLC - 01/2021. PALM COAST, FL. PARTNER IN REAL ESTATE RENTAL. 1 HOUR WEEKLY. NOT INVESTED RELATED.
CRS (Client Relationship Summary) - RIA
Click below to view Danielle Marie Cinicolo's 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®
NoneExperience
Current
February 24, 2014 - Present
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC
Office #1: 1825 Business Park Blvd. Ste E, Daytona Beach, FL 32114RIA
CRD#: 139806
DAYTONA BEACH, FL
Past
October 22, 2010 - April 1, 2013
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
DAYTONA BEACH, FL
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".
KS
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC
ATLANTIC FINANCIAL PLANNING GROUP, LLC | KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC
CRD#: 139806 / SEC#: 801-80151
RIA
Registered Investment Advisory firm - (8/5/2014 Approved)Florida
Registered Investment Advisory firm - (8/18/2014 Terminated)Texas
Registered Investment Advisory firm - (8/18/2014 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
Florida(2/24/2014)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
KS
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC
ATLANTIC FINANCIAL PLANNING GROUP, LLC | KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC
CRD#: 139806 / SEC#: 801-80151
RIA
Registered Investment Advisory firm - (8/5/2014 Approved)Florida
Registered Investment Advisory firm - (8/18/2014 Terminated)Texas
Registered Investment Advisory firm - (8/18/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1825 Business Park Blvd. Suite E, Daytona Beach, FL 32114
Mailing Address
Phone number
(386) 253-1980
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 985 |
| AUM (Assets Under Management) | $ 350,127,539 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/17/2024 | ||
| 10/11/2023 | ||
| 01/03/2023 |
Red Flags
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Company Information
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC
CRD#: 139806Daytona Beach, FL 32114TRUST BUT VERIFY
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