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DM

Daniel D. Meyer

BRINKER CAPITAL SECURITIES
Omaha, NE 68130
Some features on this profile are disabled
CRD#: 5031444
DM

Professional summary

Daniel Dean Meyer, who also goes by Daniel Meyer, is a registered financial professional currently at BRINKER CAPITAL SECURITIES, LLC located in Omaha, Nebraska.

Daniel is registered as a RR (Registered Representative) and started their career in finance in 2005. Daniel has worked at 4 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 9, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Daniel Meyer

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Daniel Dean Meyer'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®
None

Experience

Current

April 9, 2026 - Present

BRINKER CAPITAL SECURITIES, LLC

Office #1: 17605 Wright Street, Omaha, NE 68130
BD
CRD#: 38123
Omaha, NE
Past

July 23, 2022 - April 6, 2026

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Omaha, NE
Past

January 4, 2018 - November 19, 2018

TD AMERITRADE CLEARING, INC.

BD
CRD#: 5633
OMAHA, NE
Past

April 22, 2006 - December 16, 2022

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

October 7, 2005 - April 22, 2006

TD AMERITRADE CLEARING, INC.

BD
CRD#: 5633
BELLEVUE, NE

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Pennsylvania
(4/9/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/27/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 4/9/2026
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/6/2005
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 3/11/2022
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 4
Date: 11/9/2007
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/12/2007
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

BC
BRINKER CAPITAL SECURITIES, LLC
BRINKER CAPITAL SECURITIES, INC. | BRINKER CAPITAL SECURITIES, LLC

CRD#: 38123 / SEC#: , 8-48110

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
1055 Westlakes Drive Suite 250, Berwyn, PA 19312
Mailing Address
1055 Westlakes Drive Suite 250, Berwyn, PA 19312
Phone number
(800) 333-4573
Established
Delaware since 09/23/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
BRINKER CAPITAL HOLDINGS, LLC.HOLDING COMPANY
AUDRAIN, MARK ANDREWPRESIDENT/CEO, CCO, AND PRINCIPAL OPERATIONS OFFICER7046010
PETERS, REID THOMASPRINCIPAL FINANCIAL OFFICER & FINOP5008608

Disclosures

Regulatory Event1
Arbitration1

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Company Information

BRINKER CAPITAL SECURITIES, LLC

CRD#: 38123Omaha, NE 68130

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