Daniel Swinehart
Daniel Swinehart is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Paoli, PA, with 28 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Paoli Executive Green Ii, 43 Leopard Rd Ste 101, Paoli, PA, 19301
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Daniel operates under Sanderling Financial Group, providing financial services since 2021, dedicating full-time hours to this endeavor. He also works as an insurance agent selling life, disability, annuities, and long-term care products since 2004.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Distributors, INC.
Lincoln Financial Distributors, INC.Broker
Delaware Distributors, L.P.Broker
State Registrations12 states
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