Daniel Gonzalez-maisonet
Investment adviser representative at Cetera Investment Advisers LLC
22 yearsExperience
2 statesRegistered in
PFSDesignation
$256.8BFirm assets
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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
22 years in the industry.
- Fulcro FiducialApr 2024 to now
- Solvexity Consultancy LLCAug 2023 to now
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCDec 2020 to now
- Cpa Daniel Gonzalez-maisonetJun 2004 to now
- The Fiducial Adviser, LLCJun 2004 to now
- MML Investors Services LLCApr 2012 to Dec 2020
- Massmutual Life Insurance CompanyFeb 2012 to Dec 2020
Designations
- PFS
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (GA, PR).
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
- 5654269
- Firm CRD
- 105644