Danielle N. Annechiarico
Professional summary
Danielle N Annechiarico, who also goes by Danielle N Mooza, is a registered financial advisor currently at OLD NORTH STATE WEALTH MANAGEMENT, LLC located in Wilmington, North Carolina and APW CAPITAL, INC. located in Wilmington, North Carolina.
Danielle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Danielle has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Danielle N Annechiarico's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 9, 2012 - Present
OLD NORTH STATE WEALTH MANAGEMENT, LLC
Office #1: 1430 Commonwealth Drive, Suite 200, Wilmington, NC 28403April 20, 2011 - Present
APW CAPITAL, INC.
Office #1: 1430 Commonwealth Drive Suite 200, Wilmington, NC 28403September 9, 2008 - August 2, 2010
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
OLD NORTH STATE WEALTH MANAGEMENT, LLC
CRD#: 148659 / SEC#: 801-69690
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/20/2011)
(10/9/2012)
Exams
FINRA
Current Firm
OLD NORTH STATE WEALTH MANAGEMENT, LLC
CRD#: 148659 / SEC#: 801-69690
Contact information
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,062 |
| AUM (Assets Under Management) | $ 384,507,909 |
Red Flags
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