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Danielle Marie Grondin

SECURE PLANNING INC·PORTSMOUTH, New Hampshire
Clean recordSECURE PLANNING INC
42 MIDDLE ST, PORTSMOUTH, NH 03801CRD# 4819882Firm CRD# 42179

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Danielle Marie Grondin · PORTSMOUTH, NH
Registration
CRD #4819882 · SECURE PLANNING INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Danielle Marie Grondin is a registered financial advisor based in PORTSMOUTH, New Hampshire, affiliated with SECURE PLANNING INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SECURE PLANNING, LLC
SECURE PLANNING
AUM
$163M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SECURE PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 4819882
Firm CRD# 42179
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Danielle Marie Grondin offer?
Danielle Marie Grondin specializes in Financial Planning, Investment Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.
What are Danielle Marie Grondin's credentials?
Danielle Marie Grondin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Danielle Marie Grondin located?
Danielle Marie Grondin is based in PORTSMOUTH, New Hampshire, working with SECURE PLANNING INC. Their office serves clients in the PORTSMOUTH metropolitan area and surrounding communities.
How does Danielle Marie Grondin charge for services?
Danielle Marie Grondin's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SECURE PLANNING INC?
SECURE PLANNING INC has approximately 6 employees and manages $163M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SECURE PLANNING INC

Lisa Anne Dugan
PORTSMOUTH, NH
Julianne Mary Smith
PORTSMOUTH, NH
Karen Marie Gendron
PORTSMOUTH, NH
Edward John Jr Mallon
PORTSMOUTH, NH

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Nearby cities in New Hampshire
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Research
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