DM
Daniel Mcelwee
from Ventura Wealth Management
Daniel Mcelwee is a financial advisor based in Pennsylvania, Yardley,
with 16 years of experience. Daniel currently works for
Ventura Wealth Management.
Daniel maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Daniel Mcelwee works at Ventura Wealth Management
Ventura Wealth Management is a financial advisory firm based in Yardley, Pennsylvania. It currently has approximately $434,184,225 of assets under management and employs about 9 people. Ventura Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
820 Township Line Road, Suite 100, Yardley, Pennsylvania, 19067
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