Daniel James Mcelderry

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2008 → Present
  Cam Caddie
  Alhambra, CA
• 02/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: CAM CADDIE INVESTMENT RELATED: NO ADDRESS: 2005 ORANGE STREET STE F, ALHAMBRA, CA 91803 NATURE OF BUSINESS: PHOTOGRAPHY ACCESSORIES START DATE: 7/2008 POSITION/TITLE/RELATIONSHIP: CEO APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 3 BRIEF DESCRIPTION OF DUTIES: FOUNDER AND OWNER, HE HANDLES ACCOUNTS PAYABLE AND RECEIVABLE AS WELL AS SHIPPING; 2. NAME OF OTHER BUSINESS: STRATEGIC FORTUNE WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 12/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES DUTIES, INSUARANCE AND SECURITIES BUSINESS;

Exams

• S66 Uniform Combined State Law Examination
  2025-08-11

Other Names

• Daniel Mcelderry