DW
DW

Daneen Marie Weaver

25 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation Planning
Compensation
Fee-Only (AUM)
Firm Size
68 advisors
Number of Clients
3,976 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$4.7B

Fee Structure

Minimum Investment:$500K
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Location

65 Memorial Drive, Suite C340, West Hartford, CT, 06107

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Daneen is an officer and insurance agent at Marrella Insurance Group, LLC since October 2023. She spends a few hours per week processing paperwork and verifying commission payments related to annuities.

Employment History
Current Registrations
Apella Wealth
March 2025 - Present · 11 mos
Previous Registrations
Marrella Private Wealth, LLC
October 2023 - March 2025 · 1 yr 5 mos
Raymond James Financial Services Advisors, INC
February 2019 - October 2023 · 4 yrs 8 mos
Raymond James Financial Services, INC.Broker
December 2001 - October 2023 · 21 yrs 10 mos
The First Buffalo CorporationBroker
September 1987 - July 1989 · 1 yr 10 mos
State Registrations2 states
CTPA
Advisor
Exams
No exam information available for this advisor.
Daneen Marie Weaver - Financial Advisor | TrueAdvisor