DB
Daniel Bradaick
WESBANCO SECURITIES
Youngstown, OH 44471
Some features on this profile are disabled
CRD#: 2363759
DB
Professional summary
Daniel Bradaick, who also goes by Daniel Nicholas Bradaick, is a registered financial advisor currently at WESBANCO SECURITIES, INC. located in Youngstown, Ohio.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Daniel has worked at 12 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Daniel Nicholas Bradaick
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 5/3/2021 - Premier Wealth Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/03/2021 - Time Spent 100%. 2. 7/2/2021 - 'Premier Bank - Trust' - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Started 5/2/2021 - 2 Hour Per Month/.5 Hour During Securities Trading - Time Spent 2%. 3. 10/30/2023 - Premier Wealth Financial Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 9/14/2023 - 10 Hrs/Mo; 10 Hrs During Trading - Selling Fixed Annuities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Bradaick's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Daniel Bradaick's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 2, 2025 - Present
WESBANCO SECURITIES, INC.
Office #1: 32 State Street, Youngstown, OH 44471Office #2: 6030 Mahoning Ave., Younstown, OH 44515RIA
BD
CRD#: 43276
Youngstown, OH
Current
September 2, 2025 - Present
WESBANCO SECURITIES, INC.
Office #1: 32 State Street, Youngstown, OH 44471Office #2: 6030 Mahoning Ave., Younstown, OH 44515RIA
BD
CRD#: 43276
Youngstown, OH
Past
May 3, 2021 - September 3, 2025
LPL FINANCIAL LLC
RIA
CRD#: 6413
STRUTHERS, OH
Past
May 3, 2021 - September 3, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
STRUTHERS, OH
Past
January 21, 2014 - May 3, 2021
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
STRUTHERS, OH
Past
January 3, 2012 - January 21, 2014
CETERA INVESTMENT SERVICES LLC
RIA
CRD#: 15340
STRUTHERS, OH
Past
December 15, 2011 - May 3, 2021
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
STRUTHERS, OH
Past
March 24, 2009 - November 1, 2010
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
COLUMBIANA, OH
Past
March 24, 2009 - November 1, 2010
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
COLUMBIANA, OH
Past
July 7, 2005 - January 23, 2009
INVEST FINANCIAL CORPORATION
RIA
CRD#: 12984
NEW CASTLE, PA
Past
July 1, 2005 - January 23, 2009
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
NEW CASTLE, PA
Past
March 10, 2005 - July 1, 2005
FIRSTMERIT SECURITIES, INC.
BD
CRD#: 35057
AKRON, OH
Past
July 7, 2003 - November 30, 2004
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Past
April 12, 2002 - June 25, 2003
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
DULUTH, GA
Past
February 14, 2002 - April 12, 2002
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
Past
August 10, 2000 - January 30, 2002
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
August 10, 2000 - January 30, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WS
WESBANCO SECURITIES, INC.
COMMBANC INVESTMENTS, INC. | WESBANCO SECURITIES, INC.
CRD#: 43276 / SEC#: 801-119845, 8-50220
RIA
Registered Investment Advisory firm - SEC (12/8/2020 Approved)Indiana
Registered Investment Advisory firm - SEC (1/8/2021 Terminated)Kentucky
Registered Investment Advisory firm - SEC (12/22/2020 Terminated)Maryland
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)North Carolina
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)Ohio
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)Pennsylvania
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)West Virginia
Registered Investment Advisory firm - SEC (12/31/2020 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(9/2/2025)
RR
Ohio(9/2/2025)
IAR
Ohio(9/3/2025)
RR
Pennsylvania(9/2/2025)
IAR
Pennsylvania(9/2/2025)
RR
Texas(9/2/2025)
IAR
Texas(9/2/2025)
RR
Virginia(9/2/2025)
RR
West Virginia(9/2/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WS
WESBANCO SECURITIES, INC.
COMMBANC INVESTMENTS, INC. | WESBANCO SECURITIES, INC.
CRD#: 43276 / SEC#: 801-119845, 8-50220
RIA
Registered Investment Advisory firm - SEC (12/8/2020 Approved)Indiana
Registered Investment Advisory firm - SEC (1/8/2021 Terminated)Kentucky
Registered Investment Advisory firm - SEC (12/22/2020 Terminated)Maryland
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)North Carolina
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)Ohio
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)Pennsylvania
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)West Virginia
Registered Investment Advisory firm - SEC (12/31/2020 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
135 West Main St, St Clairsville, OH 43950
Mailing Address
1 Bank Plaza, Wheeling, WV 26003
Phone number
(304) 905-7215
Established
Ohio since 10/03/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
100
SEC notice filing (25 States and Territories)
FINRA licenses (28 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WESBANCO INC. | OWNER | |
| CONNER, JAMES LEROY | FINOP | 5339285 |
| GARDILL, JAMES C | COUNSEL | |
| JACKSON, JEFF | DIRECTOR | 7692472 |
| LOVE, SCOTT ALAN | DIRECTOR | 2854247 |
| LUZAR, JAY MICHAEL | DIRECTOR | |
| PERKINS, MICHAEL L | DIRECTOR | 7531438 |
| STAVSKY, LISA FINKELSTEIN | DIRECTOR - MANAGING DIRECTOR/PRESIDENT/CEO | 1749197 |
| WILSON, ROSE LYNN | CCO, MANAGING DIRECTOR OF COMPLIANCE & DIRECTOR | 4072715 |
| ZATTA, JAY | DIRECTOR | 7693273 |
Regulatory assets under management
| Total Number of Accounts | 850 |
| AUM (Assets Under Management) | $ 166,458,070 |
Disclosures
| Regulatory Event | 1 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WESBANCO SECURITIES, INC.
CRD#: 43276Youngstown, OH 44471TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
