Daniel Stacy Blair
Investment adviser representative at Cetera Investment Advisers LLC
43 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
43 years in the industry.
- Cetera Investment Advisers LLCMar 2019 to now
- Cetera Investment Services LLCNov 2018 to now
- Regions BankDec 2017 to now
- American Express Financial Advisors Inc.Feb 1988 to Nov 2017
- Ids Life Insurance CompanyFeb 1988 to Nov 2017
- Daniel Const. Inc.Jan 1983 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1995
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (AR).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 1804599
- Firm CRD
- 105644