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Daniel Barad Eller

Wms Wealth Planners

Pittsburgh, PA

CRD 7211799

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Employer firm

Wms Wealth Planners CRD 305481

$315M regulatory AUM 8 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Wms Wealth Planners

17 Brilliant Avenue Suite 302, Pittsburgh, PA 15215 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-01-11
  • PA RA
    APPROVED
    Since 2023-01-11

Branch Locations

17 Brilliant Avenue Suite 302, Pittsburgh, PA 15215 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wms Wealth Planners Pittsburgh PA 01/2020 Present
Aesthetic Skin And Laser Center Pittsburgh PA 05/2017 12/2019
Unemployed Pittsburgh PA 08/2016 04/2017
Full Time Student Pittsburgh PA 01/2018 04/2019
  • 01/2020 → Present
    Wms Wealth Planners
    Pittsburgh, PA
  • 05/2017 → 12/2019
    Aesthetic Skin And Laser Center
    Pittsburgh, PA
  • 08/2016 → 04/2017
    Unemployed
    Pittsburgh, PA
  • 01/2018 → 04/2019
    Full Time Student
    Pittsburgh, PA
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

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Nearby Offices

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ALLEGHENY INVESTMENTS · PITTSBURGH, PA
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