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Danielle M Chaisson

Edelman Financial Engines

Saint Petersburg Fl , FL

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-19
TX RA APPROVED 2026-06-17
  • FL RA
    APPROVED
    Since 2026-06-19
  • TX RA
    APPROVED
    Since 2026-06-17

Branch Locations

Saint Petersburg Fl , FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
T. Rowe Price Investment Services, Inc. Tampa FL 08/2000 09/2018
Charles Schwab & Co.,Inc. Sarasota FL 10/2018 03/2019
Charles Schwab Bank Sarasota FL 10/2018 03/2019
Morgan Stanley Tampa FL 04/2020 05/2026
Ascensus Tampa FL 07/2019 04/2020
Edelman Financial Engines Santa Clara CA 06/2026 Present
Unemployed St Petersburg FL 03/2019 06/2019
  • 08/2000 → 09/2018
    T. Rowe Price Investment Services, Inc.
    Tampa, FL
  • 10/2018 → 03/2019
    Charles Schwab & Co.,Inc.
    Sarasota, FL
  • 10/2018 → 03/2019
    Charles Schwab Bank
    Sarasota, FL
  • 04/2020 → 05/2026
    Morgan Stanley
    Tampa, FL
  • 07/2019 → 04/2020
    Ascensus
    Tampa, FL
  • 06/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
  • 03/2019 → 06/2019
    Unemployed
    St Petersburg, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-05-04
S63 Uniform Securities Agent State Law Examination 1999-04-09
  • S66 Uniform Combined State Law Examination
    2001-05-04
  • S63 Uniform Securities Agent State Law Examination
    1999-04-09
Other Names
  • Danielle Marie Chaisson
  • Danielle M Chaisson
  • Danielle Chaisson

View on SEC IAPD

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