Darian Kishaun daniel David
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 LLCMay 2026 to now
- Cetera Investment Services LLCMay 2026 to now
- Citadel Federal Credit UnionMay 2026 to now
- Charles Schwab & Co., Inc.Jul 2025 to Mar 2026
- Schwab Wealth Advisory, Inc.Jul 2025 to Mar 2026
- Citadel Credit UnionJun 2024 to Aug 2024
- Kpmg LLCJun 2023 to Aug 2023
- Walgreens PharmacyOct 2020 to Jul 2025
- UnemployedAug 2019 to Sep 2020
- Full-time EducationSep 2012 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7946581
- Firm CRD
- 105644