DB
DB

Danielle Brown

26 Years of Experience
Stamford, CT
Broker

Danielle Brown is a registered investment advisor, based in Stamford, CT, with 26 years of industry experience.

Location

2200 Atlantic Street, Suite 200, Stamford, CT, 06902

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Danielle teaches yoga for Darien Parks and Recreation, dedicating minimal time to this activity. She also works as a client relationship manager for New Edge Wealth, LLC, taking about half of her time, and runs a paddle yoga company with her family, taking about a quarter of her time.

Employment History
Current Registrations
New Edge Wealth
December 2020 - Present · 5 yrs 5 mos
Newedge Securities, LLCBroker
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
UBS Financial Services INC.
September 2008 - December 2020 · 12 yrs 3 mos
UBS Financial Services INC.Broker
September 2008 - December 2020 · 12 yrs 3 mos
Lehman Brothers INC.
April 2008 - October 2008 · 6 mos
Lehman Brothers INC.Broker
September 2003 - October 2008 · 5 yrs 1 mo
Morgan Stanley & CO., IncorporatedBroker
June 1999 - September 2003 · 4 yrs 3 mos
State Registrations37 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.