DM
DM

Daniel Mcelhinny

7 Years of Experience
Monroeville, PA
BrokerSells Insurance

Daniel Mcelhinny is a registered investment advisor at Cetera Investment Advisers LLC, based in Monroeville, PA, with 7 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

4220 William Penn Hwy, Monroeville, PA, 15146

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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 ActivitiesSells Insurance

Daniel sells fixed life insurance outside of Cetera. This activity is investment-related.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2019 - Present · 7 yrs 4 mos
Cetera Investment Services LLC
December 2018 - Present · 7 yrs 9 mos
Cetera Investment Services LLCBroker
December 2018 - Present · 7 yrs 9 mos
State Registrations3 states
OHPAWV
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.
Daniel Mcelhinny - Financial Advisor | TrueAdvisor