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Danielle Marella

AVATAR SECURITIES
NEW YORK, NY
·CRD# 6885520·8 years experience

Professional Summary

Danielle Marella, who also goes by Danielle Ann Marella, is a registered financial advisor currently at AVATAR SECURITIES, LLC located in New York, New York. Danielle is registered as a RR (Registered Representative) and started their career in finance in 2018. Danielle has worked at 3 firms and has passed the Series 66, Series 57TO, SIE and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Danielle Ann Marella

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

8 years in the financial services industry

Current & Past Employments

AVATAR SECURITIES, LLC·CRD# 147763
BD
148 Madison Ave 5th Floor, New York, NY 10016
January 12, 2026 - Present
AVATAR SECURITIES, LLC·CRD# 147763
BD
New York, NY
January 28, 2022 - April 10, 2024
MORGAN STANLEY·CRD# 149777
RIA
New York, NY
October 8, 2019 - June 10, 2021
MORGAN STANLEY·CRD# 149777
BD
Purchase, NY
October 2, 2019 - June 10, 2021
UBS FINANCIAL SERVICES INC.·CRD# 8174
RIA
New York, NY
January 23, 2019 - June 20, 2019
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
New York, NY
October 18, 2018 - June 20, 2019

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Current Firm

AS
AVATAR SECURITIES, LLC

AVATAR SECURITIES, LLC

CRD#: 147763 / SEC#: 8-67932
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

148 Madison Ave 5th Floor, New York, NY 10016

Mailing Address

148 Madison Ave 5th Floor, New York, NY 10016

Phone Number

(212) 217-2800

Established

Delaware since 05/14/2008

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

Documents

Direct owners and executive officers

NamePositionCRD#
AVATAR TRADING GROUP, LLCHOLDING CO.—
DEETER, MISHA BODHIMEMBER5132163
BROWSKI, ANDREW CHARLESCHIEF COMPLIANCE OFFICER/PRINCIPAL OPERATIONS OFFICER5778834
HOLLAND, RAYMOND FCO-MANAGING MEMBER5509397
KATHWARI, OMAR FAROOQCO-MANAGING MEMBER5509343
SLOAN NOWAK, JACQUELINE LEEFINOP/PRINCIPAL FINANCIAL OFFICER2717305

Disclosures

Regulatory Event

2

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2019About the Series 66 exam

Series 57TO — Securities Trader Exam

Passed Feb 2022About the Series 57TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2018About the Series 7 exam
FINRA
SRO Registrations
Nasdaq PHLX LLC
SRO Registrations

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CRS (Client Relationship Summary) - BD

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

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