Daniel Sexton
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Cetera Investment Advisers LLCOct 2024 to now
- Cetera Wealth Services, LLCJun 2024 to now
- Shoemaker Financial Fixed InsuranceJun 2024 to now
- Healy FinancialSep 2023 to now
- Holy Cross CollegeJul 2023 to Jan 2024
- University of Notre Dame - Fitzgerald Institute for Real EstateJul 2023 to Sep 2023
- City of South Bend - Dept of Public WorksJun 2022 to May 2023
- University of Notre Dame Graduate SchoolAug 2020 to Jul 2022
- University of Notre DameAug 2020 to May 2022
- Fellowship of Catholic University StudentsMay 2018 to Aug 2020
- Georgia College Learning CenterAug 2016 to May 2018
- Georgia College & State UniversityMay 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 7806085
- Firm CRD
- 105644