Elan Danon

CETERA INVESTMENT ADVISERS LLC | Financial Advisor

WEST PALM BEACH, FL 33401

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CRD#: 4111864

Professional summary

Elan Danon, who also goes by Elan D Danon, Elan David Danon, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in West Palm Beach, Florida and CETERA INVESTMENT SERVICES LLC located in West Palm Beach, Florida.

Elan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Elan has worked at 12 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 55, Series 7, Series 24 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elan D Danon | Elan David Danon

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.) REGIONS BANK, WEALTH ADVISOR, CUSTOMER SERVICE, DEPOSIT ACCOUNTS, LOANS, AND CREDIT CARD APPLICATIONS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elan Danon's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 19, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 360 South Rosemary Avenue Suite 1430, West Palm Beach, FL 33401

RIA

CRD#: 105644

WEST PALM BEACH, FL

Current

September 12, 2025 - Present

CETERA INVESTMENT SERVICES LLC

Office #1: 360 South Rosemary Avenue Suite 1430, West Palm Beach, FL 33401

CRD#: 15340

West Palm Beach, FL

Past

April 29, 2022 - August 29, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PALM BEACH, FL

Past

April 28, 2022 - August 29, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PALM BEACH, FL

Past

December 26, 2020 - April 29, 2022

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

PALM BEACH GARDENS, FL

Past

December 9, 2020 - April 29, 2022

J.P. MORGAN SECURITIES LLC

CRD#: 79

PALM BEACH GARDENS, FL

Past

January 21, 2011 - May 1, 2013

TELSEY ADVISORY GROUP LLC

CRD#: 148234

NEW YORK, NY

Past

December 3, 2008 - January 4, 2010

G-2 TRADING,LLC

CRD#: 44018

NEW YORK, NY

Past

July 30, 2007 - November 13, 2008

FIRST NEW YORK SECURITIES L.L.C.

CRD#: 16362

NEW YORK, NY

Past

September 26, 2005 - November 27, 2006

FIRST NEW YORK SECURITIES L.L.C.

CRD#: 16362

NEW YORK, NY

Past

November 15, 2004 - August 31, 2005

KEVIN DANN & PARTNERS, LLC

CRD#: 113591

NEW YORK, NY

Past

January 29, 2003 - December 1, 2004

WHITAKER SECURITIES LLC

CRD#: 121465

NEW YORK, NY

Past

February 20, 2001 - January 2, 2003

LADENBURG THALMANN & CO. INC.

CRD#: 505

NEW YORK, NY

Past

September 26, 2000 - February 12, 2001

STARR SECURITIES, INC.

CRD#: 13336

NEW YORK, NY

Past

February 4, 2000 - July 19, 2000

LASALLE ST SECURITIES, L.L.C.

CRD#: 7191

ELMHURST, IL

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".

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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.

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

Alabama
(9/12/2025)

Florida
(9/12/2025)

IAR

Florida
(9/19/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/26/2020

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/28/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/9/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/9/2020

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 10/5/2005

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 2/3/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/3/2005

General Securities Principal Examination

Principal/Supervisory Exam

Series 9

Date: 11/19/2002

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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Contact information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Mailing Address

Phone number

(310) 257-7880

Established

Firm type

Fiscal year end

# of Employees

7,705

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	584,487
AUM (Assets Under Management)	$ 163,792,814,520

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Elan Danon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elan Danon's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT SERVICES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

TELSEY ADVISORY GROUP LLC

G-2 TRADING,LLC

FIRST NEW YORK SECURITIES L.L.C.

FIRST NEW YORK SECURITIES L.L.C.

KEVIN DANN & PARTNERS, LLC

WHITAKER SECURITIES LLC

LADENBURG THALMANN & CO. INC.

STARR SECURITIES, INC.

LASALLE ST SECURITIES, L.L.C.

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/26/2020

Series 63

Date: 1/28/2011

Series 7TO

Date: 12/9/2020

SIE

Date: 12/9/2020

Series 55

Date: 10/5/2005

Series 7

Date: 2/3/2000

Series 24

Date: 2/3/2005

Series 9

Date: 11/19/2002

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

Contact information

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