Daniel Joseph Mckenna

Employer firm

Private Advisor Group, LLC CRD 155216

$44.3B regulatory AUM 1,033 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 06/2015 → 12/2024
  First Trust Portfolios L.P.
  Wheaton, IL
• 01/2025 → Present
  Lpl Financial Llc
  Munster, IN
• 01/2025 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2015-09-29 → 2025-01-06
  First Trust Advisors Lp
  Wheaton, IL

Other Businesses

1. Mr. McKenna uses Harvest Wealth Partners as the name of the business under which he provides investment advice through Private Advisor Group, LLC. This activity is at the address Mr. McKenna is registered at, and is related to his investment services practice. Mr. McKenna devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Mr. McKenna devotes to activity providing investment services through PAG.

Exams

• S66 Uniform Combined State Law Examination
  2015-09-29

Designations

• Chartered Financial Analyst

Other Names

• Daniel Mckenna