Gregory Mcdaniel is a registered investment advisor, based in Cincinnati, OH, with 33 years of industry experience.
Location
Cincinnati, OH
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Empower Financial Services, INC.
May 2021 - Present · 5 yrs 2 mos
Empower Advisory Group, LLC
May 2021 - Present · 5 yrs 2 mos
Empower Financial Services, INC.Broker
May 2021 - Present · 5 yrs 2 mos
Previous Registrations
Charles Schwab & CO., INC.
June 2015 - November 2019 · 4 yrs 5 mos
Charles Schwab & CO., INC.Broker
June 2015 - November 2019 · 4 yrs 5 mos
Fidelity Brokerage Services LLCBroker
January 2008 - March 2015 · 7 yrs 2 mos
Fidelity Investments Institutional Services Company, INC.Broker
October 1992 - January 2008 · 15 yrs 3 mos
Fidelity Brokerage Services, INC.Broker
November 1987 - March 1989 · 1 yr 4 mos
State Registrations7 states
MIMONJOHVAWIWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.