Danielle M. Leary

BORTOLUSSI WEALTH MANAGEMENT

SOUTHBOROUGH, MA 01745

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CRD#: 5108858

Professional summary

Danielle Marie Leary, who also goes by Danielle Galvin, is a registered financial advisor currently at BORTOLUSSI WEALTH MANAGEMENT, INC. located in Southborough, Massachusetts.

Danielle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Danielle has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Danielle Galvin

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) 11/2021 RELATIONSHIP MANAGER FOR FITTS INSURANCE AGENCY, INC. LOCATED IN SOUTHBOROUGH, MA. THIS TAKES UP LESS THAN 10% OF HER TIME 2) INSURANCE SALES; SAME ADDRESS; INVESTMENT RELATED; APPX 10% OF TIME DURING THE MONTH. INSURANCE PRODUCTS PRIMARILY RECOMMENDED THROUGH FITTS INSURANCE AGENCY, INC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danielle Marie Leary'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®

None

Experience

Current

May 31, 2022 - Present

BORTOLUSSI WEALTH MANAGEMENT, INC.

Office #1: 2 Willow Street Suite 102, Southborough, MA 01745

RIA

CRD#: 155780

SOUTHBOROUGH, MA

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

Massachusetts
(5/31/2022)

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

IAR

Series 65

Date: 5/31/2022

Uniform Investment Adviser Law Examination

Current Firm

BORTOLUSSI WEALTH MANAGEMENT, INC.

CRD#: 155780 / SEC#:

Florida

Registered Investment Advisory firm - (7/22/2015 Approved)

Massachusetts

Registered Investment Advisory firm - (12/7/2010 Approved)

Texas

Registered Investment Advisory firm - (4/23/2016 Conditional Restricted)

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Contact information

Main Address

30 Turnpike Road Suite 3, Southborough, MA 01772

Mailing Address

Phone number

(508) 416-3534

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	247
AUM (Assets Under Management)	$ 68,574,119

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2025	Cover Page	Report
11/20/2024	Cover Page	Report
03/04/2024	Cover Page	Report

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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Danielle M. Leary

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BORTOLUSSI WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/31/2022

Current Firm

BORTOLUSSI WEALTH MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BORTOLUSSI WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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