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DB

Danielle M. Brinkley

ALIGHT FINANCIAL ADVISORS
Magnolia, DE
Some features on this profile are disabled
CRD#: 7372138
DB

Professional summary

Danielle Marie Brinkley, who also goes by Danielle M Brinkley, Danielle Brinkley, Danielle Marie Watkins, is a registered financial advisor currently at ALIGHT FINANCIAL ADVISORS, LLC located in Magnolia, Delaware and ALIGHT FINANCIAL SOLUTIONS, LLC located in Charlotte, North Carolina.

Danielle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Danielle has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Danielle M Brinkley | Danielle Brinkley | Danielle Marie Watkins

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.
Danielle Brinkley This business is not Investment Related I started renting the property at 1016 White Oak rd. Dover DE 19901. Renting property to renters I am the landlord I have a contract with Tri-County Realty LLC to manage this rental property starting in March of 2020, I have devote 1 hour a month to this business. I have devote 0 Hours to this business during securities trading hours Tri-County is responsible for listing the property for rent, complete leasing agreement, collecting rent, send contractors for repairs. Tri-county Realty will also handle evictions if needed. I am working with Tri- County Realty and my duties are to pay the mortgage and complete expense report for tax purposes.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danielle Marie Brinkley'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 7, 2022 - Present

ALIGHT FINANCIAL ADVISORS, LLC

RIA
CRD#: 158744
Magnolia, DE
Current

March 8, 2022 - Present

ALIGHT FINANCIAL SOLUTIONS, LLC

Office #1: 9335 Harris Corners Parkway Ste 150, Charlotte, NC 28269
BD
CRD#: 36509
CHARLOTTE, NC
Past

June 7, 2021 - February 19, 2022

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Wilmington, DE

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".
AF
ALIGHT FINANCIAL ADVISORS, LLC
ALIGHT FINANCIAL ADVISORS, LLC | AON HEWITT FINANCIAL ADVISORS, LLC | AON HEWITT FINANCIAL ADVISORS LLC

CRD#: 158744 / SEC#: 801-72679

RIA
Registered Investment Advisory firm - (9/13/2011 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Delaware
(3/8/2022)
IAR
Delaware
(6/7/2022)
RR
North Carolina
(3/8/2022)
IAR
North Carolina
(6/7/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/4/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/21/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/3/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 6/7/2021
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/28/2020
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

AF
ALIGHT FINANCIAL ADVISORS, LLC
ALIGHT FINANCIAL ADVISORS, LLC | AON HEWITT FINANCIAL ADVISORS, LLC | AON HEWITT FINANCIAL ADVISORS LLC

CRD#: 158744 / SEC#: 801-72679

RIA
Registered Investment Advisory firm - (9/13/2011 Approved)
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Contact information

Main Address
9335 Harris Corners Parkway Suite 150, Charlotte, NC 28269
Mailing Address
Phone number
(866) 560-7256
Established
Firm type
Fiscal year end
# of Employees
60

SEC notice filing (52 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

AFA ALIGHT IRA ADV PART 2A 2B 03.12.25 (3/31/2025)
AFA PROFESSIONAL MANAGEMENT ADV PART 2A 2B 3.12.25 (3/31/2025)

Regulatory assets under management

Total Number of Accounts197,089
AUM (Assets Under Management)$ 30,882,928,556

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

ALIGHT FINANCIAL ADVISORS, LLC

CRD#: 158744Magnolia, DE

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