DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Danielle M Chaisson
Feed of 09/14/2026
Also filed as Danielle Marie Chaisson
At current firm
0 y
since Jun 17, 2026
In the industry
27 y
since Apr 9, 1999 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Edelman Financial Engines independent RIA currentsince Jun 17, 2026 · Saint Petersburg Fl , Fl
- Morgan Stanley wirehouseApr 30, 2020 to May 7, 2026 · Tampa, Fl
- Morgan Stanley wirehouseJun 10, 2019 to Jul 10, 2019 · Tampa, Fl
- Charles Schwab & Co., Inc. national BDOct 26, 2018 to Mar 8, 2019 · Sarasota, Fl
- T. Rowe Price Advisory Services, Inc. BD affiliatedJul 26, 2001 to Oct 8, 2018 · Tampa, Fl
Moves
a registration end followed by a registration begin elsewhere
- Morgan Stanley to Edelman Financial Enginesleft May 7, 2026, registered Jun 17, 2026 (41 days) · Wirehouse to independent RIA · moved with a team
- Charles Schwab & Co., Inc. to Morgan Stanleyleft Mar 8, 2019, registered Jun 10, 2019 (94 days) · Affiliated broker-dealer or bank to wirehouse
- T. Rowe Price Advisory Services, Inc. to Charles Schwab & Co., Inc.left Oct 8, 2018, registered Oct 26, 2018 (18 days) · RIA to affiliated broker-dealer or bank
Signals
- Danielle M Chaisson left Morgan Stanley for Edelman Financial Engines (registered 2026-06-17)May 7, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address