Daniel Joseph Derrig
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- Cetera Investment Advisers LLCMar 2024 to now
- Cetera Advisors LLCNov 2021 to now
- Prosperity Advisors LLCOct 2021 to now
- Comprehensive Retirement Solutions, LLC (crs)Nov 2022 to Feb 2023
- The Huntington Investment CompanyFeb 2017 to Nov 2021
- Firstmerit BankDec 2015 to Nov 2021
- LPL FinancialDec 2015 to Nov 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 6407661
- Firm CRD
- 105644