Nicholas Dane Leone
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Cetera Investment Advisers LLCApr 2026 to now
- Cetera Wealth Services, LLCJan 2026 to now
- Archstone FinancialJul 2024 to now
- The Annex ClubMay 2024 to Jun 2024
- Joyce LandscapingMay 2022 to Aug 2023
- University of Massachusetts - BostonSep 2021 to May 2025
- The Landing CafeJun 2021 to Aug 2021
- Pizza WaveMay 2020 to Aug 2023
- Self-employedApr 2020 to Aug 2021
- Barnstable High SchoolAug 2016 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7954432
- Firm CRD
- 105644