Adviser and broker representative · Money Concepts Capital Corp.
Danielle M. Traylor
CRD 2947148 · Palm Beach Gardens, FL
At a glance
Danielle M. Traylor is an investment adviser representative with Money Concepts Capital Corp. in Palm Beach Gardens, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Danielle’s SEC record dates to 2006, about 20 years ago. Danielle is also registered as a broker representative.
Current advisory firm
- Money Concepts Capital Corp.Since March 2016Palm Beach Gardens, FL · $4.1B in regulatory assets
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Danielle’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.