Danielle M. Kalkman
Professional summary
Danielle Marie Kalkman, who also goes by Danielle Marie Cummings, Danielle M Kalkman, Marie Kalkman, is a registered financial advisor currently at PARNASSUS INVESTMENTS, LLC located in San Francisco, California and PARNASSUS FUNDS DISTRIBUTOR, LLC located in San Francisco, California.
Danielle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Danielle has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Danielle Marie Kalkman's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 3, 2025 - Present
PARNASSUS INVESTMENTS, LLC
Office #1: 1 Market Street Suite 1600, San Francisco, CA 94105September 12, 2025 - Present
PARNASSUS FUNDS DISTRIBUTOR, LLC
Office #1: 1 Market Street Suite 1600, San Francisco, CA 94105July 22, 2022 - September 3, 2025
T. ROWE PRICE ASSOCIATES, INC.
July 22, 2022 - September 3, 2025
T. ROWE PRICE INVESTMENT SERVICES, INC.
June 19, 2019 - February 28, 2022
T. ROWE PRICE ADVISORY SERVICES, INC.
June 19, 2019 - February 28, 2022
T. ROWE PRICE INVESTMENT SERVICES, INC.
May 17, 2019 - June 6, 2019
USAA FINANCIAL ADVISORS, INC.
November 3, 2017 - August 14, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 3, 2017 - August 14, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 3, 2016 - January 4, 2017
T. ROWE PRICE INVESTMENT SERVICES, INC.
Primary Firm SEC Registration
PARNASSUS INVESTMENTS, LLC
CRD#: 316904 / SEC#: 801-122618
State Registrations and Notice Filings
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Exams
FINRA
Current Firm
PARNASSUS INVESTMENTS, LLC
CRD#: 316904 / SEC#: 801-122618
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 30 |
| AUM (Assets Under Management) | $ 45,658,173,524 |
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.
