Damon Robert Bootes
Investment adviser representative at Cetera Investment Advisers LLC
12 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
12 years in the industry.
- Clifford Bootes Asset ManagementDec 2022 to now
- Cetera Advisors LLCSep 2022 to now
- Cetera Investment Advisers LLCNov 2020 to now
- First Allied Securities, Inc.Nov 2017 to Sep 2022
- First Allied Advisory Services, IncNov 2017 to Nov 2020
- Various Insurance Carriers for W & R Insurance AgenciesMar 2015 to Nov 2017
- Waddell & Reed, IncOct 2014 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 2444844
- Firm CRD
- 105644