Lance Michael Meyerowich
Professional Summary
Lance Michael Meyerowich was a registered financial advisor. Lance was a previously registered financial professional and started their career in finance 1995 - 2025. Lance had worked at 4 firms and has passed the Series 66, Series 63, Series 57TO, SIE, Series 55, Series 3, Series 7, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
DALZELL TRADING CONSULTANTS | DT INVESTMENT ADVISORS | DALZELL TRADING, LLC | DALZELL TRADING CONSULTANTS, LLC
Contact Information
Main Address
800 W. Park Ave., State College, PA 16801Phone Number
(508) 808-3104Established
Pennsylvania since 08/25/2014Firm Type
Limited Liability CompanyFiscal Year End
JuneFirm Size
Small# of Employees
2Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| DALZELL, DAVID JOHN | CEO, PRINCIPAL, CHIEF COMPLIANCE OFFICER, CFO, | 2367306 |
Regulatory Assets Under Management
Total Number of Accounts
18AUM (Assets Under Management)
$3,973,696Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Apr 2005Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Jun 2006About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed May 2006About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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