Danielle Nichole Delong
Investment adviser representative at Cetera Investment Advisers LLC
14 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
14 years in the industry.
- Cetera Investment Advisers LLCNov 2025 to now
- Cetera Investment Services LLCNov 2025 to now
- Regions BankNov 2025 to now
- Midwestern Securities Trading Company LLCJun 2025 to Oct 2025
- Princeville State BankJun 2025 to Oct 2025
- Ae Wealth Management, LLCAug 2023 to May 2025
- Whitaker Wealth Management ServicesFeb 2023 to May 2025
- Wells Fargo Clearing Services, LLCJun 2018 to Feb 2023
- Wells Fargo Bank, NAMay 2018 to Feb 2023
- SuntrustSep 2017 to Apr 2018
- Wells Fargo Clearing Services, LLCNov 2016 to Sep 2017
- Wells Fargo Advisors, LLC.Jul 2014 to Nov 2016
- Wells Fargo Bank NAApr 2011 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6372889
- Firm CRD
- 105644