DC
DC

Daniel Crowley

41 Years of Experience
Beverly, MA
BrokerSells Insurance

Daniel Crowley is a registered investment advisor at Cetera Investment Advisers LLC, based in Beverly, MA, with 41 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

100 Cummings Center, Suite 537-H, Beverly, MA, 01915

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Daniel is an insurance agent selling life insurance and annuities with various companies, dedicating minimal time to this activity. He also works as an operations associate at Home Depot, which takes nearly full-time hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Cetera Advisors LLC
October 2016 - March 2024 · 7 yrs 5 mos
Investors Capital Advisory
October 2003 - October 2016 · 13 yrs
Eastern Point Advisors INC.
September 2003 - December 2004 · 1 yr 3 mos
Investors Capital CORP.Broker
March 2003 - October 2016 · 13 yrs 7 mos
Commonwealth Financial NetworkBroker
February 1995 - December 2002 · 7 yrs 10 mos
Metlife Securities INC.Broker
February 1991 - March 1995 · 4 yrs 1 mo
Metropolitan Life Insurance CompanyBroker
February 1991 - March 1995 · 4 yrs 1 mo
Advest, INC.Broker
January 1987 - January 1991 · 4 yrs
First Jersey Securities, INC.Broker
April 1984 - January 1987 · 2 yrs 9 mos
State Registrations34 states
ALAZCACOCTDCFLGAHIIAILKYLAMAMDMIMNMOMTNCNENHNJNYOHPARISCTXUTVAVTWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.