Danielle Kaye Shubin

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2019 → Present
  Raymond James & Associates, Inc.
  Santa Rosa, CA
• 11/2018 → 03/2019
  Buff
  Santa Rosa, CA
• 10/2017 → 11/2018
  Nelsaon And Associates
  Santa Rosa, CA
• 05/2015 → 10/2017
  Unemployed
  Chico, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-09-15

Other Names

• Danielle K Funez
• Danielle Kaye Shubin
• Danielle Kaye Funez