DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Daniel Joseph Cardell
Chartered Financial Analyst
Feed of 09/15/2026
Also filed as Daniel J Cardell
At current firm
4 y
since Apr 11, 2022
In the industry
29 y
since Oct 30, 1996 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Chicago Partners Investment Group LLC independent RIA currentsince Apr 11, 2022 · Chicago, Il
- Chicago Partners Investment Group LLC independent RIAOct 31, 2018 to Dec 31, 2021 · Chicago, Il
- Chancellor Financial Group Wb LP independent RIASep 12, 2012 to Oct 24, 2018 · Wilkes-Barre, Pa
- Great Lakes Advisors, LLC otherAug 6, 2008 to Sep 7, 2010 · Chicago, Il
Moves
a registration end followed by a registration begin elsewhere
- Chancellor Financial Group Wb LP to Chicago Partners Investment Group LLCleft Oct 24, 2018, registered Oct 31, 2018 (7 days) · Other
- Great Lakes Advisors, LLC to Chancellor Financial Group Wb LPleft Sep 7, 2010, registered Sep 12, 2012 (736 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address