DB
DB

Danielle Bibeault

6 Years of Experience
Stamford, CT
Broker

Danielle Bibeault is a registered investment advisor at Grayscale Advisors, based in Stamford, CT, with 6 years of industry experience. Danielle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $2.3M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
15 advisors
Number of Clients
2 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$2.3M

Fee Structure

Investment management only (planning not offered)

Grayscale Advisors does not directly manage investments for individual investors. They manage exchange-traded funds (ETFs) and private funds.

For the Grayscale Dynamic Income Fund, the annual management fee is 0.5% of the fund's digital assets. There is also a performance fee of 10% of net capital appreciation.

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Location

290 Harbor Drive, 4th Floor, Stamford, CT, 06902

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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 Activities

Danielle is a Director of Strategic Accounts & Portfolio Consultants at Grayscale Operating, LLC, the parent company to the firm and Grayscale Advisors, LLC. She dedicates nearly full-time hours to this investment-related activity.

Employment History
Current Registrations
Grayscale Advisors
September 2023 - Present · 2 yrs 8 mos
Grayscale Securities, LLCBroker
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Genesis Global Trading, INCBroker
February 2021 - October 2022 · 1 yr 8 mos
Citigroup Global Markets INC.Broker
August 2019 - February 2021 · 1 yr 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Danielle Bibeault - Financial Advisor | TrueAdvisor