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DJ

David A. Janello

BLACK ELM ADVISERS
Skokie, IL
Some features on this profile are disabled
CRD#: 6518587
DJ

Professional summary

David Andrew Janello is a registered financial advisor currently at BLACK ELM ADVISERS, LLC located in Skokie, Illinois.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. David has worked at 2 firms and has passed the 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Andrew Janello'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

January 22, 2026 - Present

BLACK ELM ADVISERS, LLC

RIA
CRD#: 174910
Skokie, IL
Past

August 12, 2015 - May 31, 2018

ESSEX RADEZ LLC

BD
CRD#: 34649
CHICAGO, IL

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
Illinois
(1/22/2026)

Exams

General Industry/Product Exam
RR
SIE
Date: 5/31/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/12/2015
General Securities Representative Examination

Current Firm

BE
BLACK ELM ADVISERS, LLC
BLACK ELM ADVISERS, LLC

CRD#: 174910 / SEC#:

Florida
Registered Investment Advisory firm - (7/17/2024 Approved)
Illinois
Registered Investment Advisory firm - (3/2/2016 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Skokie, IL
Mailing Address
Phone number
(708) 287-7773
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts156
AUM (Assets Under Management)$ 17,302,798

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.

Company Information

BLACK ELM ADVISERS, LLC

CRD#: 174910Skokie, IL

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