Daniel Joshua Weiss
Investment adviser representative at Cetera Investment Advisers LLC
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCMar 2020 to now
- W Financial AdvisorsMar 2020 to now
- Summit Financial GroupMar 2020 to May 2021
- Voya Financial AdvisorsSep 2014 to Mar 2020
- First and Marley LLCApr 2014 to Mar 2020
- Tundidor & Weiss Investment GroupJun 2012 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 5626796
- Firm CRD
- 105644