Daniel Donnellan
Daniel Donnellan is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Clarksville, TN, with 39 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
201 Main Street, Clarksville, TN, 37040
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel sells life insurance and fixed annuities as an insurance agent, dedicating minimal time to this activity. He also works as a pension consultant and is a board member of the Kiwanis Club of Clarksville.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Aul Equity Sales CORP.Broker
American United Life Insurance CompanyBroker
State Registrations2 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.
Exams
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