Daniel
Mcelwee

Ventura Wealth Management

CRD#5436716
Investment Advisor
in Morrisville, PA

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About this Advisor

Daniel Mcelwee is a certified financial planner operating out of Morrisville, Pennsylvania, with 13 years of relevant experience. Mcelwee works at Ventura Wealth Management. Over the course of their career, they have held roles at Ventura Wealth Management and American Portfolios Financial Services, Inc. Mcelwee holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in New Jersey. Ventura Wealth Management is a firm that has its headquarters in Morrisville, PA. It manages $443 million in total assets among its 1,321 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 1,321 accounts, 22% are held by high-net-worth clients who have at least $1 million in assets available to invest. Ventura Wealth Management provides a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees typically vary depending on the type of services provided. However, fee types charged by Ventura Wealth Management may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

820 Township Line Road Suite 100
Morrisville, PA 19067

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Ventura Wealth Management Brokerage Details

Total Assets Under Management

$443,213,397

PA Average: $15,833,994,310
Total Number of Employees

9

PA Average: 41
Total Number of Accounts

1,321

PA Average: 3,342
Average Account Size

$335,514

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Daniel Mcelwee Work History

Daniel has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Ventura Wealth Management

2010 - Present (14 years)

American Portfolios Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Daniel Mcelwee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ventura Wealth Management

Gerald Fiess
Morrisville, PA
Morgan Downs
Morrisville, PA
Daniel Mcelwee
Morrisville, PA
Thomas Cahill
Morrisville, PA
Nicholas Ventura
Morrisville, PA
William Purdy
Morrisville, PA
Faye Hart
Morrisville, PA
Roger Klein
Morrisville, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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