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Chad Richard Danowsky

CRD# 2632198·Registered 1995 - 2019
Previously Registered: Being a previously registered professional could mean that Chad is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Chad Richard Danowsky was a registered financial advisor. Chad was a previously registered financial professional and started their career in finance 1995 - 2019. Chad had worked at 11 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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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

MCG SECURITIES LLC·CRD# 163144
BD
Wayne, PA
January 24, 2017 - January 7, 2019
LINCOLN FINANCIAL DISTRIBUTORS, INC.·CRD# 145
BD
Radnor, PA
October 1, 2013 - November 3, 2016
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC·CRD# 21570
BD
Shelton, CT
February 24, 2010 - September 17, 2013
U.S. BANCORP ADVISORS, LLC·CRD# 14455
RIA
Brawley, CA
August 10, 2009 - February 11, 2010
U.S. BANCORP ADVISORS, LLC·CRD# 14455
BD
Brawley, CA
August 7, 2009 - February 11, 2010
DIRECTED SERVICES LLC·CRD# 21675
BD
West Chester, PA
January 29, 2008 - April 30, 2009
JACKSON NATIONAL LIFE DISTRIBUTORS LLC·CRD# 40178
BD
Franklin, TN
November 5, 2002 - January 22, 2008
AMERICAN UNITED LIFE INSURANCE COMPANY·CRD# 1075
BD
Indianapolis, IN
May 2, 2000 - December 17, 2001
ONEAMERICA SECURITIES, INC.·CRD# 4173
BD
Indianapolis, IN
May 2, 2000 - October 4, 2002
JACKSON NATIONAL LIFE DISTRIBUTORS LLC·CRD# 40178
BD
Franklin, TN
September 15, 1998 - April 10, 2000
NATIONAL PLANNING CORPORATION·CRD# 29604
BD
Los Angeles, CA
July 1, 1998 - April 10, 2000
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
El Segundo, CA
December 6, 1996 - July 6, 1998
SUNAMERICA SECURITIES, INC.·CRD# 20068
BD
Phoenix, AZ
July 3, 1995 - December 10, 1996

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Current Firm

MS
MCG SECURITIES LLC

MCG SECURITIES LLC | MERION CAPITAL GROUP

CRD#: 163144 / SEC#: 8-69068
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

Contact Information

Main Address

37 West Ave Suite 302, Wayne, PA 19087

Mailing Address

37 West Ave Suite 302, Wayne, PA 19087

Phone Number

(610) 337-6500

Established

Pennsylvania since 03/12/2012

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (3 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
MCG SECURITIES HOLDINGS, LLCOWNER—
BODKIN, GREGORY PATRICKCCO3008389
ZELIN, LAWRENCE ARNOLDCEO1655034

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 1995About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 1997About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 1995About the Series 6 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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