Daniel Mayer
Daniel Mayer is a registered investment advisor at Cetera Investment Advisers LLC, based in Englewood, CO, with 44 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
16 Inverness Place E Bldg E-200, Englewood, CO, 80112
Get directionsHistory
Regulatory History (4)
Judgment / Lien
February 2020Judgment / Lien
November 2013Judgment / Lien
June 2013Judgment / Lien
February 2010Other Business ActivitiesSells Insurance
Daniel is an independent insurance agent selling life, accident, health, and long-term care insurance since 1984, dedicating a few hours per week. He is also a representative for Mayer Group, a financial services firm, since 1998, spending about a quarter of his time there.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
Fortis Investors, INC.Broker
State Registrations31 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.