Danielle Grady
Danielle Grady is a registered investment advisor at Cetera Investment Advisers LLC, based in Greensboro, NC, with 32 years of industry experience. Danielle 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
901 Battleground Ave Ste A, Greensboro, NC, 27408
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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
Danielle is an independent insurance agent selling fixed insurance products since 1993, and president of Dennis Insurance and Financial Services, Inc. since 2009, which is a DBA for insurance and securities. These activities take up nearly all of Danielle's time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations15 states
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