Dana Louis Cornell
Investment adviser representative at Uniting Wealth Partners
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$934.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Uniting Wealth Partners, LLCJun 2026 to now
- Lincoln Park Capital LLCApr 2024 to now
- Cornell Capital Holdings LLCJan 2021 to now
- Igm BrokerageMay 2022 to Apr 2023
- Org PartnersMay 2022 to Apr 2023
- Bv SecuritiesSep 2021 to Feb 2022
- Morgan StanleyJun 2009 to Feb 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 1 state (NY).
Uniting Wealth Partners
Legal name: Uniting Wealth Partners LLC
$934.6MAssets managed
854Clients
17Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5022202
- Firm CRD
- 332317