DC
DC

Darcee Campanella

33 Years of Experience
Billings, MT
Broker

Darcee Campanella is a registered investment advisor at D.A. Davidson & CO., based in Billings, MT, with 33 years of industry experience. Darcee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Hart Albin Bldg. 208 N. Broadway, Suite 100, Billings, MT, 59101

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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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Employment History
Current Registrations
D.A. Davidson & CO.Broker
January 2023 - Present · 3 yrs 4 mos
D.A. Davidson & CO.
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2008 - January 2023 · 14 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2008 - January 2023 · 14 yrs 11 mos
Citigroup Global Markets INC.
March 2003 - February 2008 · 4 yrs 11 mos
Citigroup Global Markets INC.Broker
July 1998 - February 2008 · 9 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1992 - August 1998 · 6 yrs 3 mos
State Registrations29 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Darcee Campanella - Financial Advisor | TrueAdvisor