Dannell Stuart
President and Partner at Mission Wealth
Investment adviser representative in Santa Barbara, CA
From the SEC’s public record of this individual, checked on 17 September 2026.
Dannell Stuart is a president / partner of Mission Wealth Management, LP, a Santa Barbara-based SEC-registered investment adviser managing $17.00B. Dannell has been registered through the firm since 2 July 2010, with 26 years in the industry across 4 firms, holds adviser registrations in California.
Counts are from the SEC record as checked on 17 September 2026. Years are measured to that date.
Role at Mission Wealth#
- Title on Schedule A
- President / Partner
- Title the firm uses
- President and Partner
- Control
- Schedule A reports Dannell Stuart as a control person.
- Ownership
- Schedule A reports an under-5% ownership band.
- Tenure
- Schedule A reports this title since July 2014.
The firm
Mission Wealth Management, LP$17.00B regulatory AUM · 135 advisory staff · 116 officesFirm profileTitle and ownership as reported on Schedules A and B of the firm's Form ADV. Ownership percentages are the SEC's reporting bands, not exact figures. View Schedule A in the filing
Career on record#
- MISSION WEALTH MANAGEMENT, LP2 July 2010 to presentSanta Barbara, CA · 16 years · adviser representative only · firm CRD 113057
- NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)24 June 2010 to 24 September 2013Santa Barbara, CA · 3 years · adviser representative only · firm CRD 29604
- SECURITIES AMERICA ADVISORS, INC.23 January 2009 to 22 June 2010La Vista, NE · 1 year · adviser representative only · firm CRD 110518
- BRECEK & YOUNG ADVISORS, INC.29 June 2000 to 23 January 2009Santa Barbara, CA · 9 years · adviser representative only · firm CRD 40395
Investment-adviser employment history in the IAPD record, newest first. The experience figure uses IAPD's calculation date of 29 June 2000, which may differ from the earliest registration below. View the IAPD record
Registrations and exams#
| State | Scope | Status | Since |
|---|---|---|---|
| California | Investment adviser representative | Approved | 2 July 2010 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 18 April 1997 |
| Series 7 | General Securities Representative Examination | 9 February 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 October 1996 |
| Series 24 | General Securities Principal Examination | 30 March 2005 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 10 December 1999 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- General Securities Principal Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
State adviser registrations currently approved, and the qualifying examinations on record. View the IAPD record
Regulatory record#
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one.
Where to check this individual's complete record, including any disciplinary history. View the IAPD record
Background#
Mission Wealth's team page states that Dannell serves as President and Partner, is responsible for shaping and executing the firm's strategic vision, and has nearly 30 years of experience spanning advisory services, business development and practice management. The page says she is based in Santa Barbara, has appeared as a panelist at wealth management forums, has contributed personal finance articles to publications and taught courses and workshops on investments and planning, and serves on the Endowment Committee for the Women's Fund of Santa Barbara. Mission Wealth, team page
Education
- B.A. in Spanish and Communications, University of California, Santa BarbaraMission Wealth, team page
Credentials and memberships
- CERTIFIED FINANCIAL PLANNER (CFP), reported since 1999Mission Wealth, team page
Recognition
- Top Women in Business 2023, Pacific Coast Business TimesPacific Coast Business Times, 2023 honorees list
- Top 50 Women in Business 2020, Pacific Coast Business TimesPacific Coast Business Times, 2020 honorees list
Industry awards are typically based on nominations or paid criteria set by the publisher and are not an SEC endorsement.
Background statements are attributed to the named source. Firm biographies are not regulatory records.
Common questions#
Is Dannell Stuart a broker or an investment adviser?
An investment adviser representative only. Her record shows adviser-only registration through each of her four firms and no current FINRA broker registration, although she passed the Series 7 in 2001 and the Series 24 in 2005.
Where is Dannell Stuart registered?
As an investment adviser representative in California, approved since July 2010. That is the only state registration her record shows, and it is not marked resident.
Does Dannell Stuart own part of Mission Wealth?
Schedule A reports Dannell Stuart as a control person. Schedule A reports an under-5% ownership band. Schedule A reports this title since July 2014.
Where did Dannell Stuart work before Mission Wealth?
Her SEC record shows registration through Brecek & Young Advisors in Santa Barbara from June 2000 to January 2009, Securities America Advisors in LaVista, Nebraska from January 2009 to June 2010, and National Planning Corporation in Santa Barbara from June 2010 to September 2013, which overlaps the start of her registration through Mission Wealth Management, LP in July 2010.
Answered from the records above.
Leadership at Mission Wealth#
Brad Warren StarkCo-Founder / CCO / CFOCRD 2311807
Matthew William AdamsManaging Partner / Chief Executive OfficerCRD 4570280
Kieran David OsborneChief Investment Officer / PartnerCRD 5667529
Brian Gerald SottakPartner / Senior Managing DirectorCRD 5701635
The other officers and owners named on the firm's Schedule A.
Sources
- IAPD individual record, CRD 2808288. Employment history, registrations and examinations.
- Form ADV Part 1A, Schedules A and B of Mission Wealth Management, LP, filed 15 September 2026. Title, control and ownership bands.
- Mission Wealth team page. Biography, education, credentials, awards and portrait.
Retrieved 17 September 2026. The SEC record may have been amended since.
Report a correctionThis profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Simple Money is not affiliated with Dannell Stuart or Mission Wealth Management, LP and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.
Simple Money Advisors LLC is a California-registered investment adviser. This page is not investment, tax, or legal advice and is not an offer of advisory services. Verify this individual's current record at adviserinfo.sec.gov and the firm's at its IAPD record before engaging an adviser. The portrait is reproduced from the firm’s website for identification.