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Daniel Joseph Duckett

Daniel J. Duckett

MOTLEY FOOL WEALTH MANAGEMENT | Financial Consultant
Houston, TX
Some features on this profile are disabled
CRD#: 6159757
Daniel Joseph Duckett

Professional summary

Daniel Joseph Duckett, CFP® is a registered financial advisor currently at MOTLEY FOOL WEALTH MANAGEMENT, LLC located in Houston, Texas.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Daniel has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Biography

As an Financial Consultant, I partner with clients in order to create unique and comprehensive financial plans. My experience and dedication to my craft as well as my beliefs in trust and integrity are the foundation on which I help my clients work toward their financial goals.
top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Joseph Duckett'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®

Certified Financial Planner

Education

University of New Orleans

Bachelor of Business Administration - Business Administration

2011

Experience

Current

February 12, 2025 - Present

MOTLEY FOOL WEALTH MANAGEMENT, LLC

RIA
CRD#: 165689
Houston, TX
Past

July 13, 2018 - February 4, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
HOUSTON, TX
Past

September 21, 2015 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
HOUSTON, TX
Past

April 22, 2015 - February 4, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
HOUSTON, TX
Past

May 29, 2014 - April 13, 2015

SCOTTRADE, INC.

BD
CRD#: 8206
METAIRIE, LA
Past

May 15, 2013 - January 28, 2014

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
INDIANAPOLIS, IN

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".
MF
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
(2/12/2025)
IAR
Texas
(2/12/2025)
IAR
Virginia
(2/12/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/19/2015
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/17/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/14/2013
General Securities Representative Examination

Current Firm

MF
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
52

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts4,406
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.

Company Information

MOTLEY FOOL WEALTH MANAGEMENT, LLC

Financial ConsultantCRD#: 165689Houston, TX

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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