Daneen Marie Weaver
Investment Adviser Representative at Apella Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daneen Marie Weaver is an investment adviser representative with Apella Wealth in Wyomissing, PA, where they have been registered since 2025. They have worked in the securities industry since 2000 and have been registered with 3 firms, including Marrella Private Wealth, LLC and Raymond James Financial Services Advisors, Inc. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Connecticut and Pennsylvania.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Connecticut, Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Raymond James Financial Services, IncNov 2001 – Oct 2023Wyomissing, PA
- Raymond James Financial Services Advisors Inc.Feb 2019 – Oct 2023Wyomissing, PA
- Marrella Private Wealth, LLCOct 2023 – Mar 2025Wyomissing, PA
- Marrella Insurance GroupOct 2023 – no end date reportedWyomissing, PA
- Apella WealthMar 2025 – no end date reported65 Memorial Road, C340, CT
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Apella Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
- Firm account minimum
- $500,000 (waivable)
- Estimated blended rate
- 0.015
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 90
- Offices listed on AdvisorFinder:
- 16
- Main office:
- West Hartford, CT
- SEC file number:
- 801-79650
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 8, 2026
View full firm profileOther advisors at Apella Wealth
Showing 12 of 90 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daneen Marie Weaver has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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