Daniel
Mcelhinny
Cetera Investment Advisers LLC
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About this Advisor
Daniel Mcelhinny is a financial advisor who works in Monroeville, Pennsylvania who has 4 years of relevant experience. Mcelhinny works at Cetera Investment Advisers LLC. Their career trajectory has included roles at Fox Chapel Golf Club, First National Bank, First National Bank Of Pa, Cetera Investment Services LLC and Cetera Investment Advisors LLC. Mcelhinny holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Pennsylvania. Cetera Investment Advisers LLC is a registered investment business that has its headquarters in Schaumburg, IL. The company has offices in 1,614 locations and a total of 3,094 employees. It has $33 billion in assets between its 176,986 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 431 charitable organizations. Of its 176,986 accounts, 23% belong to high-net-worth individuals who have at least $1 million in assets. The business offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services depend on which services the firm provides the client. However, fee types billed by Cetera Investment Advisers LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$33,356,369,941
3,094
176,986
$188,469
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Daniel Mcelhinny Work History
Daniel has been registered as a financial advisor for 4 years.*
Cetera Investment Advisors LLC
Cetera Investment Services LLC
First National Bank Of Pa
First National Bank
Fox Chapel Golf Club
*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 Mcelhinny 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 Cetera Investment Advisers LLC
Anaheim, CA
Athens, AL
Philadelphia, PA
Irvine, CA
Oklahoma City, OK
Knoxville, TN
Pittsburgh, PA
Freehold, NJ
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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