Unclaimed Profile

Daniel Henry Mcelwee

NVWM LLC·YARDLEY, Pennsylvania

SIE, Series 3, Series 7, Series 66CFPClean record17 years registeredNVWM LLC

820 TOWNSHIP LINE ROAD, YARDLEY, PA 19067CRD# 5436716Firm CRD# 152301

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Henry Mcelwee · YARDLEY, PA

Registration

CRD #5436716 · NVWM LLC · 17 years registered

Brand Profile

Not yet started

Career History

VENTURA WEALTH MANAGEMENT

Apr 2010 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Dec 2008 – Mar 2010

TRENTON, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 66

Registration record

First registered · December 1, 2008

Years registered · 17

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NVWM LLC

CRD 152301 · SEC 801-70883

AUM

$518M

Regulatory assets under management

Employees

1,423 client accounts

Services offered by NVWM LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NVWM LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Henry Mcelwee offer?

Daniel Henry Mcelwee specializes in Financial Planning, Investment Management. Contact their office in YARDLEY, Pennsylvania for a consultation.

What are Daniel Henry Mcelwee's credentials?

Daniel Henry Mcelwee holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Daniel Henry Mcelwee located?

Daniel Henry Mcelwee is based in YARDLEY, Pennsylvania, working with NVWM LLC. Their office serves clients in the YARDLEY metropolitan area and surrounding communities.

How does Daniel Henry Mcelwee charge for services?

Daniel Henry Mcelwee's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NVWM LLC?

NVWM LLC has approximately 9 employees and manages $518M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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