Daniel Pelosi (CRD# 6805514) is an Investment Advisor Representative working at Lpl Financial LLC in Sewell, NJ and has over 5 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 1272342
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Sewell, NJ | Jan 2021 - Current | 3 |
| Steele Financial Solutions | Cherry Hill, NJ | Jun 2019 - Dec 2020 | 1 |
| Wipfli Financial Advisors LLC | Media, PA | Jun 2018 - Jun 2019 | 1 |
| Suffolk University | Boston, MA | Aug 2014 - May 2018 | 3 |
| Abercrombie And Fitch | Boston, MA | Oct 2017 - Mar 2018 | < 1 |
| Merrill Lynch | Bala Cynwyd, PA | Jun 2017 - Aug 2017 | < 1 |
| Best Of Boston | Boston, MA | Oct 2016 - Mar 2017 | < 1 |
| Massachusetts State House | Boston, MA | Jan 2016 - Apr 2016 | < 1 |
| Cheer's | Boston, MA | Oct 2014 - Apr 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
| S63 | Uniform Securities State Law Examination | Oct 2020 |
- NJ
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.