# DANIEL EDWARD PELTIER

DANIEL EDWARD PELTIER is an investment adviser representative (IAR) with state registration records since 1997, appearing at 5 firms. Currently registered with CL WEALTH MANAGEMENT LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CL WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/134922) | 2023-01-05 | present | Yes |
| [SB ADVISORY, LLC](https://search.stillhousedata.com/firm/154680) | 2021-01-13 | 2023-01-04 | — |
| [SB ADVISORY, LLC](https://search.stillhousedata.com/firm/154680) | 2017-04-26 | 2020-12-31 | — |
| [RAYMOND JAMES & ASSOCIATES, INC.](https://search.stillhousedata.com/firm/705) | 2015-08-24 | 2017-05-01 | — |
| [RBC CAPITAL MARKETS, LLC](https://search.stillhousedata.com/firm/31194) | 2008-11-14 | 2015-09-18 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 1997-01-22 | 2008-11-18 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2677761)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2677761.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.