Danielle Basilone

PALM WEALTH PARTNERS

Boca Raton, FL 33433

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CRD#: 5741111

Professional summary

Danielle Basilone, who also goes by Danielle Boccia, is a registered financial advisor currently at PALM WEALTH PARTNERS located in Boca Raton, Florida.

Danielle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Danielle has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Danielle Boccia

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) REAL ESTATE PROPERTY; OWNER; RENTAL; ADDISON POINTE CONDOMINIUM, FL; APPROXIMATELY 2 HOURS/MONTH, outside of securities trading hours. 2) INSURANCE SALES; INVESTMENT-RELATED; BOCA RATON, FL; AGENT; SEPARATELY LICENSED AS AN INDEPENDENT INSURANCE AGENT. START DATE: 04/2023. APPROXIMATELY 2 HOURS/MONTH DEVOTED TO THIS ACTIVITY, primarily during SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danielle Basilone'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®

None

Experience

Current

June 24, 2024 - Present

PALM WEALTH PARTNERS

Office #1: 7100 W Camino Real Ste 302-1/44, Boca Raton, FL 33433

RIA

CRD#: 323361

Boca Raton, FL

Past

November 2, 2022 - June 28, 2024

EATON FINANCIAL GROUP

RIA

CRD#: 316323

CORAL SPRINGS, FL

Past

October 3, 2014 - November 4, 2022

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

BOCA RATON, FL

Past

February 19, 2010 - November 4, 2022

EQUITABLE ADVISORS, LLC

CRD#: 6627

BOCA RATON, 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".

PALM WEALTH PARTNERS

INVESTMENT ADVISORY SERVICES GROUP LLC | PALM WEALTH PARTNERS

CRD#: 323361 / SEC#: 801-131285

RIA

Registered Investment Advisory firm - (10/17/2024 Approved)

Florida

Registered Investment Advisory firm - (10/18/2024 Terminated)

Texas

Registered Investment Advisory firm - (10/18/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(6/24/2024)

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 66

Date: 9/17/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/18/2010

General Securities Representative Examination

Current Firm

PALM WEALTH PARTNERS

INVESTMENT ADVISORY SERVICES GROUP LLC | PALM WEALTH PARTNERS

CRD#: 323361 / SEC#: 801-131285

RIA

Registered Investment Advisory firm - (10/17/2024 Approved)

Florida

Registered Investment Advisory firm - (10/18/2024 Terminated)

Texas

Registered Investment Advisory firm - (10/18/2024 Terminated)

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Contact information

Main Address

7100 W Camino Real Ste 302-1/44, Boca Raton, FL 33433

Mailing Address

Phone number

(954) 632-2555

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PALM WEALTH PARTNERS ADV PART 2 BROCHURE (5/14/2025)

Regulatory assets under management

Total Number of Accounts	1,066
AUM (Assets Under Management)	$ 132,073,268

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 Basilone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PALM WEALTH PARTNERS

EATON FINANCIAL GROUP

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

PALM WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 9/17/2014

SIE

Date: 10/1/2018

Series 7

Date: 2/18/2010

Current Firm

PALM WEALTH PARTNERS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PALM WEALTH PARTNERS

TRUST BUT VERIFY

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