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Danielle M Agresta

CCO Capital, LLC

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About Danielle M Agresta

Danielle Agresta is a financial professional with experience in the financial services industry. Danielle holds the Series 7, Series 63 and SIE licenses. Danielle has worked at Goldman Sachs & Co. LLC and is currently registered with CCO Capital, LLC.

Firm Information

Danielle Agresta is currently registered with CCO Capital, LLC. CCO Capital, LLC is a Limited Liability Company formed in February 2018. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

46

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Danielle Agresta’s Registration & Firm History

AZ

06/07/2024 - Present

CCO Capital, LLC (PHOENIX AZ)

NY

11/22/2019 - 06/27/2024

GOLDMAN SACHS & CO. LLC (COHOES NY)

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Licenses & Designations

BC

Issued 01/06/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/22/2019

Series 7TO - General Securities Representative Examination

BC

Issued 08/28/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Danielle M Agresta.
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