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Daniel Lawrence Mcelhinny

Cetera Investment Advisers LLC

Monroeville, PA

CRD 6722103

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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:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-05-14
  • PA RA
    APPROVED
    Since 2019-05-14

Branch Locations

4220 William Penn Hwy, Monroeville, PA 15146 • 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
Fox Chapel Golf Club Pittsburgh PA 04/2012 09/2016
First National Bank Of Pa Pittsburgh PA 11/2015 Present
Cetera Investment Services Llc St Cloud MN 06/2018 Present
Cetera Investment Advisors Llc Pittsburgh PA 05/2019 Present
  • 04/2012 → 09/2016
    Fox Chapel Golf Club
    Pittsburgh, PA
  • 11/2015 → Present
    First National Bank Of Pa
    Pittsburgh, PA
  • 06/2018 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 05/2019 → Present
    Cetera Investment Advisors Llc
    Pittsburgh, PA
Other Businesses

1. FIXED LIFE INSURANCE SALES OUTSIDE OF CETERA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-08
  • S66 Uniform Combined State Law Examination
    2019-05-08

View on SEC IAPD

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Nearby Investors

Joyce Lynn Sullivan
KERRI LYNN LLEWELLYN
Alex J Battista

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · MONROEVILLE, PA
CITIZENS SECURITIES, INC. · MONROEVILLE, PA
CITIZENS SECURITIES, INC. · MONROEVILLE, PA

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