Unclaimed Profile

Danielle Lauren White

HILLVIEW CAPITAL ADVISORS, LLC·WAYNE, Pennsylvania

Series 65Clean record14 years registeredHILLVIEW CAPITAL ADVISORS, LLC

1200 LIBERTY RIDGE DRIVE, WAYNE, PA 19087CRD# 4808066Firm CRD# 109071

Profile Verification

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

Identity

Danielle Lauren White · WAYNE, PA

Registration

CRD #4808066 · HILLVIEW CAPITAL ADVISORS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HILLVIEW CAPITAL ADVISORS, LLC

HILLVIEW CAPITAL ADVISORS, LLC

Mar 2012 – Dec 2017

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 30, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HILLVIEW CAPITAL ADVISORS, LLC

CRD 109071 · SEC 801-56284

AUM

$849M

Regulatory assets under management

Employees

328 client accounts

Services offered by HILLVIEW CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HILLVIEW CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Danielle Lauren White offer?

Danielle Lauren White specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are Danielle Lauren White's credentials?

Danielle Lauren White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Danielle Lauren White located?

Danielle Lauren White is based in WAYNE, Pennsylvania, last registered with HILLVIEW CAPITAL ADVISORS, LLC.

How does Danielle Lauren White charge for services?

Danielle Lauren White's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HILLVIEW CAPITAL ADVISORS, LLC?

HILLVIEW CAPITAL ADVISORS, LLC has approximately 12 employees and manages $849M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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