DM
DM

Dawn Mcduell

19 Years of Experience
Elkins Park, PA
Broker

Dawn Mcduell is a registered investment advisor at Cetera Investment Advisers LLC, based in Elkins Park, PA, with 19 years of industry experience. Dawn 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

7804 Montgomery Ave, Suite 1, Elkins Park, PA, 19027

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History

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.

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Other Business Activities

Dawn works as an accountant/bookkeeper for Roland R. McDuell LTD and Mission Financial Services, dedicating nearly full-time hours to each. She also works as a part-time sales associate for a children's clothing store, spending about 10% of her time there.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
February 2008 - September 2025 · 17 yrs 7 mos
Avantax Investment Services, INC.Broker
August 2006 - September 2025 · 19 yrs 1 mo
State Registrations2 states
NJPA
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.
Dawn Mcduell - Financial Advisor | TrueAdvisor