Daniel Dionne is a registered investment advisor, based in Vernon, CT, with 15 years of industry experience.
Location
Vernon, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is a sole proprietor involved in real estate, an advisory representative of a RIA (CIRA), and a real estate agent with Worth Clark Realty. He also volunteers with the IRS VITA program and works as an IAR with Smartpro Financial, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Empower Financial Services, INC.Broker
Global Portfolio Strategies, INC.
Prudential Investment Management Services LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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.