Danielle Marie Mariano
Investment adviser representative at Kingswood Wealth Advisors, LLC
17 yearsExperience
12 statesRegistered in
$3.8BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Benchmark Investments, LLCJun 2022 to now
- Kingswood Wealth Advisors, LLCAug 2021 to now
- Kingswood Capital Partners, LLCAug 2021 to now
- Defreze Financial ServicesJun 2009 to now
- Cadaret, Grant & Co., Inc.Jun 2013 to Aug 2021
- Greece Athena High SchoolJul 2011 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 12 states (AL, AZ, CA, CO, CT, FL, MD, NC, NY, PA, UT, VA).
Kingswood Wealth Advisors, LLC
$3.8BAssets managed
11,425Clients
122Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5704102
- Firm CRD
- 288792