MD
MD
Marc Daniels is a registered investment advisor at Cetera Investment Advisers LLC, based in Aurora, CO, with 39 years of industry experience. Marc 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
Aurora, CO
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
January 1993 - Present · 33 yrs 4 mos
Cetera Wealth Services, LLCBroker
January 1993 - Present · 33 yrs 4 mos
Previous Registrations
Cetera Advisor Networks LLC
October 2018 - June 2023 · 4 yrs 8 mos
Edward D. Jones & CO., L.P.Broker
March 1992 - December 1992 · 9 mos
Dean Witter Reynolds INC.Broker
February 1989 - January 1992 · 2 yrs 11 mos
Blinder, Robinson & CO., INC.Broker
September 1986 - March 1989 · 2 yrs 6 mos
State Registrations9 states
AZCACOKSMINVPASDTX
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.