Danielle Basilone
Investment adviser representative at Palm Wealth Partners
17 yearsExperience
1 stateRegistered in
$179.3MFirm assets
1 yearFirm 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 feeOther
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.
- Palm Wealth PartnersJun 2024 to now
- Eaton Financial Holdings Company, LLCOct 2022 to Jun 2024
- EquitableApr 2010 to Oct 2022
- Equitable Advisors, LLCDec 2009 to Oct 2022
- AXA Advisors, LLCDec 2009 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (FL).
Palm Wealth Partners
Legal name: Investment Advisory Services Group LLC
$179.3MAssets managed
696Clients
9Advisers
1 yearIn 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
- 5741111
- Firm CRD
- 323361