Daniel
Mcelwee
Ventura Wealth Management
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About this Advisor
Daniel Mcelwee is a financial advisor based in Morrisville, Pennsylvania, working with Ventura Wealth Management. Daniel has previously held positions at Ventura Wealth Management and American Portfolios Financial Services, Inc. Daniel has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Daniel is part of Ventura Wealth Management, which operates out of Morrisville, Pennsylvania. The firm has 9 employees and manages assets totaling $518.2 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Ventura Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ventura Wealth Management Brokerage Details
$518,166,137
9
1,423
$364,136
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Daniel Mcelwee Work History
Ventura Wealth Management
American Portfolios Financial Services, Inc
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
Morrisville, PA
Morrisville, PA
Morrisville, PA
Morrisville, PA
Morrisville, PA
Morrisville, PA
Morrisville, PA
Morrisville, PA
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