Daniel James Battillo
Investment adviser representative at Cetera Investment Advisers LLC
12 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
12 years in the industry.
- Cetera Investment Advisers LLCFeb 2024 to now
- Cetera Wealth Services, LLCOct 2023 to now
- Omni Resource GroupOct 2023 to now
- The Continuing Education AcademyOct 2023 to now
- UnemployedJun 2023 to Oct 2023
- Sanford Cattle CompanyJun 2021 to Jun 2023
- Turning Leaf ConstructionMay 2020 to Aug 2020
- University of Central FloridaAug 2018 to May 2022
- Lake Mary High SchoolAug 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7781048
- Firm CRD
- 105644