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Danielle Halford

Robinhood Asset Management
2 Years of Experience
Plano, TX
2 DisclosuresBroker
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Danielle Halford is a registered investment advisor at Robinhood Asset Management, based in Plano, TX, with 2 years of industry experience. Danielle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 252,664 clients with $1.5B in assets under management.

Robinhood Asset Management
Compensation
Fee-Only (% of Portfolio)
Firm Size
136 advisors
IM Fee
Planning only
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$250K
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.

View Full SEC Brochure

Location

Plano, TX

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
August 2022
Final
Financial
December 2020
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Robinhood Asset Management
September 2026 - Present · 1 mo
Robinhood Financial, LLC
July 2026 - Present · 3 mos
Robinhood Financial, LLCBroker
July 2026 - Present · 3 mos
Previous Registrations
Advice and Planning Services
December 2025 - April 2026 · 4 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
December 2025 - April 2026 · 4 mos
Fidelity Brokerage Services LLCBroker
August 2023 - November 2025 · 2 yrs 3 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.
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