Daniel H. Mcelwee
VENTURA WEALTH MANAGEMENT
Yardley, PA 19067
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CRD#: 5436716
Professional summary
Daniel Henry Mcelwee, CFP® is a registered financial advisor currently at VENTURA WEALTH MANAGEMENT located in Yardley, Pennsylvania.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Daniel has worked at 4 firms and has passed the Series 66, Series 3, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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. SELF EMPLOYED, FREELANCE WRITER, NON-FINANCIAL SUBJECTS, 10 HRS/MONTH, NOT SECURITIES HRS, START 10/1/2007. 2. Point Pleasant Beach Public Education Foundation. Fundraising and management. President, 0% ownership. NOn-profit. Not securities related. Start date 9/2015. 20 hours devoted per month, 4 hours during market hours. 3. MorDance Ballet. Non-Profit ballet company. Treasurer, 0% ownership. Not securities related. start date 10/2016. 10 hours devoted per month, 1 hour during market hours. 4. AIRBNB. Home Rental. Home owner, 100% ownership. not securities related. start date 7/2016. 1 hour devoted per month, zero hours during market hours. 5. Ventura Wealth Management. RIA. Securities related. Start date 1/2018. Executive VP, financial planning, and portfolios management. 10% owner. 240 hours devoted per month, 130 hours during market hours. 6.NVWM, LLC / Outside RIA Investment related, start date 10/2007 Partner and COO 20% comp $650k/ 250 hrs mo/ 200 during market 7. HROI, LLC / Private Equity Inv Research Co. Investment Related, start date 10/2020 zero compensation/ .25hrs mo
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Henry Mcelwee'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®
CFP®
Start date: 2013
Experience
Current
April 1, 2010 - Present
VENTURA WEALTH MANAGEMENT
Office #1: 820 Township Line Road Suite 100, Yardley, PA 19067RIA
CRD#: 152301
Yardley, PA
Past
October 11, 2024 - April 2, 2025
OSAIC WEALTH, INC.
BD
CRD#: 23131
Yardley, PA
Past
April 1, 2010 - October 11, 2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
Yardley, PA
Past
December 1, 2008 - March 29, 2010
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
TRENTON, NJ
Past
May 6, 2008 - March 29, 2010
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
TRENTON, NJ
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".
VW
VENTURA WEALTH MANAGEMENT
NVWM LLC | VENTURA WEALTH MANAGEMENT
CRD#: 152301 / SEC#: 801-70883
RIA
Registered Investment Advisory firm - (1/4/2010 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.Highlighted states indicate IAR registrations
IAR
New Jersey(4/1/2010)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
VW
VENTURA WEALTH MANAGEMENT
NVWM LLC | VENTURA WEALTH MANAGEMENT
CRD#: 152301 / SEC#: 801-70883
RIA
Registered Investment Advisory firm - (1/4/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
820 Township Line Road Suite 100, Yardley, PA 19067
Mailing Address
Phone number
(866) 899-0068
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (14 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,512 |
| AUM (Assets Under Management) | $ 599,560,756 |
Red Flags
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