Danielle Mrozek
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Bridgewater, NJ 08807-5530
Credentials
Series 63, Series 66
Industry experience
2 years
Danielle Mrozek is a Planning Consultant at Fidelity Investments, where she collaborates with clients and their Wealth Management Teams to develop financial plans that align with their goals. She joined Fidelity Investments in 2023 and has held various positions including Financial Representative and Relationship Manager before assuming her current role in 2026.
Her experience at Fidelity Investments has provided her with a comprehensive understanding of financial planning and client relationship management. Danielle holds a California Insurance License.
Based on Fidelity
750 Route 202, Suites 110, 430
Bridgewater, NJ 08807-5530
New Jersey · Texas
Fidelity Investments
2025 - Present (1 year)
FIDELITY INVESTMENTS
2023 - Present (3 years)
Maxim Healthcare Staffing
2022 - 2023 (1 year)
InstaCart
2021 - 2022 (1 year)
Developmental Learning Center - Morris Union Jointure Commission
2021 - 2021 (1 year)
InstaCart
2020 - 2021 (1 year)
Kimmerle Newman Architects
2019 - 2020 (1 year)
Virginia Polytechnic Institute and State University
2018 - 2022 (4 years)
Scotch Plains Fanwood Soccer Camp
2016 - 2019 (3 years)
Scotch Plains-Fanwood High School
2014 - 2018 (4 years)
Babysitting
2013 - 2018 (5 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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