DM
DM
Daniel Mcelderry is a registered investment advisor at Cetera Investment Advisers LLC, based in West Covina, CA. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location
1000 Lakes Drive Suite 420, West Covina, CA, 91790
Get directionsHistory
Regulatory History (2)
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Financial
November 2025Final
Criminal
May 1999Final Disposition
Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2026 - Present · 7 mos
Cetera Wealth Services, LLC
March 2026 - Present · 7 mos
Cetera Wealth Services, LLCBroker
March 2026 - Present · 7 mos
State Registrations1 state
CA
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.
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