Danielle Annechiarico has been Chief Compliance Officer of Old North State Wealth Management since July 2012, is a control person of the firm and directly owns under 5% of it. Danielle Annechiarico holds a Bachelor of Science with concentration in Accounting from the University of North Carolina at Wilmington.
Old North State Wealth Management, LLC is a Wilmington, NC firm with $453M under management, 484 clients and 6 advisers across 2 offices, as of its March 2026 filing.
Danielle Annechiarico is Chief Compliance Officer & Financial Planner of Old North State Wealth Management. As a Financial Planner, she gathers and analyzes client information and creates performance reports used in comprehensive financial plans, and works with the wealth managers to implement the plans and advice given to clients. She began her career with The Vanguard Group in Charlotte as a licensed registered representative and relationship manager.
- – present · 14 yearsWilmington, NC · Adviser representative · Firm CRD 148659
Investment adviser representative registrations
Danielle Annechiarico is registered as an investment adviser representative in North Carolina, since October 2012.
- North CarolinaSince 9 October 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 8 October 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 October 2008 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 September 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Danielle N Annechiarico
- CRD
- 5582433
- Firm
- Old North State Wealth Management · CRD 148659
- Role
- Chief Compliance Officer
- Office
- 1430 COMMONWEALTH DRIVE, SUITE 200, Wilmington, NC 28403
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2009
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- onswm.com
Where does Danielle Annechiarico work?
Danielle Annechiarico has been Chief Compliance Officer of Old North State Wealth Management, LLC since July 2012, and is a control person of the firm.
Is Danielle Annechiarico a financial advisor?
Yes. Danielle Annechiarico has a current investment-adviser registration in North Carolina, through Old North State Wealth Management since October 2012.
How many years of experience does Danielle Annechiarico have?
Danielle Annechiarico has 17 years in the financial industry, since May 2009, across 1 adviser firm.
What exams has Danielle Annechiarico passed?
Danielle Annechiarico has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in September 2008. FINRA credited Danielle Annechiarico with the SIE, which began in October 2018.
Where is Danielle Annechiarico based?
Danielle Annechiarico’s registered office is in Wilmington, NC.
Is Danielle Annechiarico registered with FINRA?
Yes. Danielle Annechiarico has a current broker registration, under CRD 5582433.
Source: FINRA BrokerCheck
How can I verify Danielle Annechiarico’s record?
Search CRD 5582433 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Danielle Annechiarico’s full registration record.
