Unclaimed Profile

Dannell Rice Stuart

MISSION WEALTH MANAGEMENT, LP·SANTA BARBARA, California

Series 6, Series 7, Series 24, Series 26, Series 63CFP ChFC26 years registeredMISSION WEALTH MANAGEMENT, LP

1111 CHAPALA STREET, SANTA BARBARA, CA 93101CRD# 2808288Firm CRD# 113057

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dannell Rice Stuart · SANTA BARBARA, CA

Registration

CRD #2808288 · MISSION WEALTH MANAGEMENT, LP · 26 years registered

Brand Profile

Not yet started

Career History

MISSION WEALTH MANAGEMENT, LP

Jul 2010 – present

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Jun 2010 – Sep 2013

SANTA BARBARA, CA

SECURITIES AMERICA ADVISORS, INC.

Jan 2009 – Jun 2010

LAVISTA, NE

BRECEK & YOUNG ADVISORS, INC.

Jun 2000 – Jan 2009

SANTA BARBARA, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 26

Series 63

Registration record

First registered · June 29, 2000

Years registered · 26

Professional designations · CFP, ChFC

Disclosure History

2007Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MISSION WEALTH MANAGEMENT, LP

CRD 113057 · SEC 801-61230

AUM

$7.1B

Regulatory assets under management

Employees

109

9,939 client accounts

Services offered by MISSION WEALTH MANAGEMENT, LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MISSION WEALTH MANAGEMENT, LP →

Introduction

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Frequently Asked Questions

What services does Dannell Rice Stuart offer?

Dannell Rice Stuart specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SANTA BARBARA, California for a consultation.

What are Dannell Rice Stuart's credentials?

Dannell Rice Stuart holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Dannell Rice Stuart located?

Dannell Rice Stuart is based in SANTA BARBARA, California, working with MISSION WEALTH MANAGEMENT, LP. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.

How does Dannell Rice Stuart charge for services?

Dannell Rice Stuart's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MISSION WEALTH MANAGEMENT, LP?

MISSION WEALTH MANAGEMENT, LP has approximately 109 employees and manages $7.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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