Eric A. Danner
Also appears in the source record as: Eric Andrew Danner; Eric Danner
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (6)
- Series 66Series 63Series 9SIESeries 7Series 6
- Registered states (51)
- Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming
- Years in the industry (source record)
- 27
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Fidelity Brokerage Services LLC
- Firm CRD
- 7784
- SEC number
- Not yet retrieved from the source record
- Assets under management
- Not yet retrieved from the source record
- Website
- Not yet retrieved from the source record
- Phone
- Not yet retrieved from the source record
- Firm location
- Not yet retrieved from the source record
Employment history (15)
From the source registration record · current first
-
Mar 31, 2025 → present
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Jul 12, 2021 → present
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start not retrieved → present
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Fidelity Personal And Workplace AdvisorsIA capacityJul 29, 2021 → Mar 31, 2025
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Brokers International Financial Services, LLC.BD capacitySep 18, 2019 → Jun 7, 2021
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Charles Schwab & Co., Inc.BD capacityAug 3, 2016 → Aug 27, 2019
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Charles Schwab & Co., Inc.IA capacityAug 3, 2016 → Aug 27, 2019
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Morgan StanleyIA capacitySep 11, 2015 → Jul 29, 2016
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Morgan StanleyBD capacitySep 4, 2015 → Jul 29, 2016
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Schwab Private Client Investment Advisory, Inc.IA capacityJan 3, 2012 → Jul 14, 2015
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Charles Schwab & Co., Inc.BD capacityMay 10, 2006 → Jul 14, 2015
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Charles Schwab & Co., Inc.IA capacityNov 13, 2007 → Dec 31, 2011
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State Farm Vp Management Corp.BD capacityMay 9, 2005 → Apr 7, 2006
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American Century Investment Services Inc.BD capacityJan 8, 2001 → Mar 18, 2005
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Princor Financial Services CorporationBD capacityApr 22, 1999 → Oct 18, 2000
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.