Danielle Farina D'ANgiolillo

Current Employers

Employment History

• 09/2017 → 07/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Toms River, NJ
• 04/2016 → 07/2017
  Mcmanus&Associates Lp
  New Providence, NJ
• 12/2017 → 07/2025
  Bank Of America, N.A.
  Toms River, NJ
• 07/2017 → 09/2017
  Unemployed
  Toms River, NJ
• 08/2025 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 08/2025 → Present
  C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors
  Westlake, OH
• 08/2025 → Present
  Oneteam Financial, Llc (D.b.a. For Advisory Business)
  Red Bank, NJ

Previous Registrations

• 2017-11-17 → 2025-07-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Red Bank, NJ
  Toms River, NJ

Other Businesses

1) Ms. D'Angiolillo is a licensed insurance agent conducting business from her registered location. In this capacity, she may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, she may receive other compensation such as fixed life trails. Ms. D'Angiolillo spends approx. 10 hrs/week during trading hours on this activity. 2) Ms. D'Angiolillo is a registered representative of M Holdings Securities, Inc., a registered broker-dealer and member of FINRA conducting business at his registered location. In such capacity, Ms. D'Angiolillo sells securities through M Holdings Securities, Inc. and receives normal and customary commissions and other types of compensation, for example, mutual fund 12b-1 fees or variable annuity trails. Ms. D'Angiolillospends approximately 10 hours per week on this activity during trading hours. 3) Prosperity Capital Advisors; 331 Newman Springs Road, Bldg 1, Suite 107, Red Bank, NJ 07701; RIA; Investment Related; Director of Advanced Wealth Planning; Wealth & Financial Planning which includes investment and insurance recommendations as IAR with the RIA, PCA; 8/18/25; 175 ho/mo; 130 ho/mo during trading hours. 4) OneTeam Financial; 331 Newman Springs Road, Bldg. 1, Suite 107, Red Bank, NJ 07701; M Financial Group Member Firm Employee, insurance; Investment related; Director of Advanced Wealth Planning; Wealth & Financial Planning which includes investment and insurance recommendations, seminars/education; 8/18/25; 175 ho/mo; 130 ho/mo during trading hours. 5) Limited Partnership; Manasquan, NJ; Investment related; Co-Trustee; Limited Partnership to hold real estate; 2005; 0 hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2017-11-16
• S63 Uniform Securities Agent State Law Examination
  2008-01-25

Designations

Other Names

• Danielle Leigh Farina
• Danielle Leigh Farina
• Danielle Farina D'ANgiolillo
• Danielle Farina Dangiolillo