Danielle Cinicolo is a registered investment advisor at Keyes, Stange & Wooten Wealth Management, LLC, based in Daytona Beach, FL, with 12 years of industry experience. Danielle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 407 clients with $400M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
IM Fee
Planning only
Assets Under Management
$400.1M

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

1825 Business Park Blvd., Suite E, Daytona Beach, FL, 32114

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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 is an employee of Mad Hatters Management, LLC, a support company for a CPA firm, since 2004. She also works as Assistant Director of Tax and Accounting Services for Keyes, Stange & Wooten CPA Firm, LLC, dedicating about half of her time, and is a minority owner in Daytona Athletic Club, LLC, spending a few hours per week. Danielle also has rental real estate and is a partner in a real estate rental LLC.

Employment History
Current Registrations
Keyes, Stange & Wooten Wealth Management, LLC
February 2014 - Present · 12 yrs 2 mos
State Registrations1 state
FL
Advisor

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.