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Daniel B. Eller
WMS WEALTH PLANNERS
Pittsburgh, PA 15215
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CRD#: 7211799
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Professional summary
Daniel Barad Eller is a registered financial advisor currently at WMS WEALTH PLANNERS located in Pittsburgh, Pennsylvania.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Daniel has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Barad Eller'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®
NoneExperience
Current
January 11, 2023 - Present
WMS WEALTH PLANNERS
Office #1: 17 Brilliant Avenue Suite 302, Pittsburgh, PA 15215RIA
CRD#: 305481
Pittsburgh, PA
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".
WW
WMS WEALTH PLANNERS
WEALTH MANAGEMENT STRATEGIES | WMS WEALTH PLANNERS | WEALTH MANAGEMENT STRATEGIES, INC.
CRD#: 305481 / SEC#: 801-117711
RIA
Registered Investment Advisory firm - (11/29/2019 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
Pennsylvania(1/11/2023)
Exams
Current Firm
WW
WMS WEALTH PLANNERS
WEALTH MANAGEMENT STRATEGIES | WMS WEALTH PLANNERS | WEALTH MANAGEMENT STRATEGIES, INC.
CRD#: 305481 / SEC#: 801-117711
RIA
Registered Investment Advisory firm - (11/29/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
17 Brilliant Avenue Suite 302, Pittsburgh, PA 15215
Mailing Address
Phone number
(412) 781-7100
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 671 |
| AUM (Assets Under Management) | $ 252,909,500 |
Red Flags
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