Daniel Fantozzi
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Daniel Fantozzi? Claim your profile
Contact this firm
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
10 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Brendon Pierson, Inc.Nov 2023 to now
- Avantax Advisory ServicesFeb 2024 to Sep 2025
- Avantax Investment Services, IncNov 2023 to Sep 2025
- The Vanguard Group, Inc.Jun 2022 to Nov 2023
- Mcnaughton's Garden CenterSep 2020 to Jun 2022
- Rowan UniversitySep 2020 to May 2022
- Liquor Barn/wayside FloristAug 2019 to Jun 2022
- WawaOct 2018 to Sep 2019
- Rowan College of Burlington CountyJun 2018 to May 2020
- Princeton UniversityJun 2017 to Aug 2018
- West Virginia UniversityAug 2016 to May 2018
- Team 85Jun 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7561041
- Firm CRD
- 105644