Daniel DiPeso has been an investment adviser representative at Elite Income Advisors since October 2024, and is not listed among the firm’s executive officers or direct owners.
Elite Income Advisors, Inc. is an Ellicott City, MD firm with $213M under management, 662 clients and 6 advisers across 2 offices, as of its March 2026 filing.
- Elite Income Advisors, Inc.Current– present · 1 yearEllicott City, MD · Adviser representative · Firm CRD 285429
Investment adviser representative registrations
Daniel DiPeso is registered as an investment adviser representative in Maryland, since October 2024.
- MarylandSince 25 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 26 April 2024 |
| Series 7TO | General Securities Representative Examination | 2 February 2024 |
| SIE | Securities Industry Essentials Examination | 10 November 2023 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Daniel Warren DiPeso
- CRD
- 7863324
- Firm
- Elite Income Advisors · CRD 285429
- Office
- 6011 UNIVERSITY BOULEVARD, SUITE # 350, Ellicott City, MD 21043
- Registration
- Investment adviser registration
- In the industry since
- March 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel DiPeso work?
Daniel DiPeso is an investment adviser representative registered through Elite Income Advisors, Inc. since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Daniel DiPeso a financial advisor?
Yes. Daniel DiPeso has a current investment-adviser registration in Maryland, through Elite Income Advisors since October 2024.
How many years of experience does Daniel DiPeso have?
Daniel DiPeso has 2 years in the financial industry, since March 2024, across 1 adviser firm.
What exams has Daniel DiPeso passed?
Daniel DiPeso has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in November 2023.
Where is Daniel DiPeso based?
Daniel DiPeso’s registered office is in Ellicott City, MD.
Is Daniel DiPeso registered with FINRA?
No. Daniel DiPeso has no current broker registration.
How can I verify Daniel DiPeso’s record?
Search CRD 7863324 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel DiPeso’s full registration record.