Dana Cornell has been an investment adviser representative at Uniting Wealth Partners since June 2026, and is not listed among the firm’s executive officers or direct owners. Dana Cornell holds a Degree in business administration from State University of New York Brockport.
Uniting Wealth Partners LLC is a Denver, CO firm with $935M under management, 854 clients and 11 advisers across 6 offices, as of its August 2026 filing.
Dana Cornell is a senior wealth advisor with Uniting Wealth Partners, based in Olean, New York. Before arriving at the firm, he ran his own advisory, Cornell Capital Holdings, for more than five years, and previously spent more than 13 years at Morgan Stanley. He has more than two decades of experience guiding clients toward their financial goals.
Dana Cornell’s longest registration was 10 years at Morgan Stanley (2010–2021). Before joining Uniting Wealth Partners in 2026, Dana Cornell was registered through Org Partners and Morgan Stanley.
- Uniting Wealth PartnersCurrent– present · under a yearOlean, NY · Adviser representative · Firm CRD 332317
- Lincoln Park Capital LLCAlso current– present · under a yearOlean, NY · Adviser representative · Firm CRD 330031
- Org Partners– · under a yearOlean, NY · Adviser representative · Firm CRD 312728
- Morgan Stanley– · 10 yearsOlean, NY · Adviser representative · Firm CRD 149777
Professional designations
Listed by Uniting Wealth Partners
- Certified Financial Planner® (CFP®)
- Certified Investment Management Analyst® (CIMA®)
Investment adviser representative registrations
Dana Cornell is registered as an investment adviser representative in New York, since May 2026.
- New YorkSince 1 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 28 October 2005 |
| Series 7 | General Securities Representative Examination | 24 October 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Dana Louis Cornell
- CRD
- 5022202
- Firm
- Uniting Wealth Partners · CRD 332317
- Office
- 125 SOUTH UNION STREET, Olean, NY 14760
- Registration
- Investment adviser registration
- In the industry since
- September 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- unitingwealthpartners.com
Where does Dana Cornell work?
Dana Cornell is an investment adviser representative registered through Uniting Wealth Partners LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Dana Cornell a financial advisor?
Yes. Dana Cornell has a current investment-adviser registration in New York, through Uniting Wealth Partners since June 2026.
How many years of experience does Dana Cornell have?
Dana Cornell has 17 years in the financial industry, since September 2009, across 4 adviser firms.
What exams has Dana Cornell passed?
Dana Cornell has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in October 2005. FINRA credited Dana Cornell with the SIE, which began in October 2018.
Where did Dana Cornell work before Uniting Wealth Partners?
Before Uniting Wealth Partners, Dana Cornell was registered through Org Partners, May 2022 to April 2023; Morgan Stanley, September 2010 to January 2021.
Where is Dana Cornell based?
Dana Cornell’s registered office is in Olean, NY.
Is Dana Cornell registered with FINRA?
No. Dana Cornell has no current broker registration.
Is Dana Cornell a CFP?
Uniting Wealth Partners lists Dana Cornell with the CFP credential (“Certified Financial Planner® (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Dana Cornell’s record?
Search CRD 5022202 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dana Cornell’s full registration record.
