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Advisors / Florida / Saint Petersburg Fl
28yrs

Danielle Chaisson

Full name on record: Danielle M Chaisson

Financial advisor at Edelman Financial Engines

Danielle Chaisson is a fiduciary financial advisor in Saint Petersburg Fl, Florida, with 28 years in the industry. Danielle joined Edelman Financial Engines in 2026, after six years at Morgan Stanley and less than a year at Charles Schwab & CO.. Edelman Financial Engines offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and subscription fees.

Saint Petersburg Fl, FLTop 15% by experience at Edelman Financial EnginesFiduciary advisor
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At a glance

Experience28 years (since 1999)
How that compares ?Top 15% by experience at Edelman Financial Engines
OfficeSaint Petersburg Fl, FL
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Other
Typical client at the firm ?$375,508
Advisors at the firm727
States licensed ?1 state

Services through Edelman Financial Engines

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Jun 2026 – now
  2. 2020 – 2026
    Morgan StanleyPreviously
  3. Jun 2019 – Jul 2019
    Morgan StanleyPreviously
  4. Oct 2018 – Mar 2019
    Charles Schwab & CO., Inc.Previously
  5. 2001 – 2018

Contact Danielle

(833) 752-6333Firm headquarters in Santa Clara, CA. Ask for Danielle. Saint Petersburg Fl, FLOffice · Get directions X (Twitter) pageEdelman Financial Engines

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Questions to ask Danielle

Tailored to Danielle’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Danielle

How do I contact Danielle?

Call Edelman Financial Engines at (833) 752-6333 and ask for Danielle Chaisson. Danielle works from the Saint Petersburg Fl, FL office.

How long has Danielle been a financial advisor?

Danielle has been in the industry since 1999, about 28 years. Top 15% by experience at Edelman Financial Engines.

What licenses does Danielle hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Danielle a fiduciary?

Danielle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Danielle paid?

Edelman Financial Engines reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, other fees. Ask Danielle for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.