Hilary A. Daniel

MOTLEY FOOL WEALTH MANAGEMENT

Charlotte, NC

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CRD#: 4969372

Professional summary

Hilary Angela Daniel, CFP®, who also goes by Hilary Daniel, is a registered financial advisor currently at MOTLEY FOOL WEALTH MANAGEMENT, LLC located in Charlotte, North Carolina.

Hilary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Hilary has worked at 7 firms and has passed the Series 66, Series 63, Series 65, Series 7TO, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Budgeting

Education Planning

Retirement Income Management

Comprehensive Financial Planni...

Estate Planning

Retirement Planning

Are you a "fiduciary"?

Yes

Aliases

Hilary Daniel

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.

CAPITAL GAINS ATM RESOURCES LLC, 2430 CAIRNS MILL CT, CHARLOTTE NC 28269. ATM INSTALLATION / MAINTENANCE, FINANCIAL SERVICES ADJACENT BUT NOT CONFLICTING. PRIVATE COMPANY, CO-OWNER & CEO, START 01/05/2024, DEVOTE 20 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hilary Angela Daniel'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^®

CRD#: 7452

CHARLOTTE, NC

Past

March 20, 2007 - April 8, 2011

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

CHARLOTTE, NC

Past

August 15, 2006 - December 5, 2006

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

CHARLOTTE, NC

Past

August 15, 2006 - April 8, 2011

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

CHARLOTTE, NC

Past

October 27, 2005 - May 24, 2006

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

WHITE PLAINS, NY

Past

August 29, 2005 - May 24, 2006

MORGAN STANLEY DW INC.

CRD#: 7556

WHITE PLAINS, NY

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".

MOTLEY FOOL WEALTH MANAGEMENT, LLC

MOTLEY FOOL FINANCIAL PLANNING | MOTLEY FOOL WEALTH MANAGEMENT, LLC | MOTLEY FOOL WEALTH MANAGEMENT | MOTLEY FOOL FINANCIAL PLANNING, LLC

CRD#: 165689 / SEC#: 801-77616

RIA

Registered Investment Advisory firm - (2/11/2013 Approved)

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

Colorado
(9/29/2025)

IAR

North Carolina
(9/29/2025)

IAR

Virginia
(9/29/2025)

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.

Series 65

Date: 10/26/2005

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/11/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/25/2005

General Securities Representative Examination

Current Firm

MOTLEY FOOL WEALTH MANAGEMENT, LLC

MOTLEY FOOL FINANCIAL PLANNING | MOTLEY FOOL WEALTH MANAGEMENT, LLC | MOTLEY FOOL WEALTH MANAGEMENT | MOTLEY FOOL FINANCIAL PLANNING, LLC

CRD#: 165689 / SEC#: 801-77616

RIA

Registered Investment Advisory firm - (2/11/2013 Approved)

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Contact information

Main Address

2000 Duke Street Second Floor, Alexandria, VA 22314

Mailing Address

Phone number

(844) 408-4390

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2 COMBINED BROCHURE (7/31/2025)

Regulatory assets under management

Total Number of Accounts	4,406
AUM (Assets Under Management)	$ 2,179,069,480

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.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Hilary A. Daniel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hilary Angela Daniel's CRS (Customer Relationship Summary).

Certified licenses

Experience

MODERA WEALTH MANAGEMENT, LLC

PARSEC FINANCIAL

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

MOTLEY FOOL WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/1/2019

Series 63

Date: 5/1/2013

Series 65

Date: 10/26/2005

Series 7TO

Date: 3/11/2024

SIE

Date: 10/1/2018

Series 7

Date: 8/25/2005

Current Firm

MOTLEY FOOL WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MOTLEY FOOL WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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