Danielle Moody has been an investment adviser representative at Meridian Wealth Management since May 2024, and is not listed among the firm’s executive officers or direct owners.
Meridian Wealth Management, LLC is a firm with $118M under management, 71 clients and 4 advisers across 2 offices, as of its February 2026 filing.
- Meridian Wealth ManagementCurrent– present · 2 yearsGig Harbor, WA · Adviser representative · Firm CRD 285853
Investment adviser representative registrations
Danielle Moody is registered as an investment adviser representative in Washington, since May 2024.
- WashingtonSince 25 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 May 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Danielle Renee Moody
- CRD
- 7899793
- Firm
- Meridian Wealth Management · CRD 285853
- Office
- Gig Harbor, WA
- Registration
- Investment adviser registration
- In the industry since
- May 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Danielle Moody work?
Danielle Moody is an investment adviser representative registered through Meridian Wealth Management, LLC since May 2024, and is not listed among the firm’s executive officers or direct owners.
Is Danielle Moody a financial advisor?
Yes. Danielle Moody has a current investment-adviser registration in Washington, through Meridian Wealth Management since May 2024.
How many years of experience does Danielle Moody have?
Danielle Moody has 2 years in the financial industry, since May 2024, across 1 adviser firm.
What exams has Danielle Moody passed?
Danielle Moody passed the Series 65 in May 2024.
Where is Danielle Moody based?
Danielle Moody’s registered office is in Gig Harbor, WA.
Is Danielle Moody registered with FINRA?
No. Danielle Moody has no current broker registration.
How can I verify Danielle Moody’s record?
Search CRD 7899793 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Danielle Moody’s full registration record.
