Daniel Lee Shepherd
Investment adviser representative at Cetera Investment Advisers LLC
11 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
11 years in the industry.
- Cetera Investment Advisers LLCJun 2026 to now
- Cetera Advisors LLCJun 2026 to now
- Cetera Financial Specialists LLCJun 2026 to now
- Cetera Investment AdvisorsJun 2026 to now
- Cetera Investment Services LLCJun 2026 to now
- Cetera Wealth Services, LLCJun 2026 to now
- Teksystems (raymond James)Jun 2025 to Jun 2026
- UnemployedMay 2025 to Jun 2025
- Altruist Financial LLCApr 2024 to Apr 2025
- Robinhood Markets, IncJun 2022 to Apr 2024
- Robinhood Financial, LLCAug 2020 to Apr 2024
- Charles Schwab & Co., Inc.Jul 2016 to Aug 2020
- Kyani - Health SupplementOct 2015 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 5201047
- Firm CRD
- 105644