David Treece
David Treece is a registered investment advisor at Cetera Investment Advisers LLC, based in Miami, FL, with 29 years of industry experience. David 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
10800 Biscayne Blvd, Ste 725, Miami, FL, 33161
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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
David is an agent for Treece Financial Group, Inc. and sells fixed insurance with various companies, including life, health, disability, annuities, and long-term care, dedicating a few hours per week to each. David also serves as a board member for the Miami Shores Chamber of Commerce, owns My Best Life Club LLC, The Solo Ager, La Vida Pride, and Aging Pages Directory, and is a notary public.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Jonathan Roberts Advisory Group, INC.
J.W. Cole Financial, INC.Broker
Investacorp, INC.Broker
Treece Advisory Group, LLC
Workman Securities Corporation
Workman Securities CorporationBroker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Sammons Securities Company, LLCBroker
National Planning CorporationBroker
Legacy Financial Services, INC.Broker
Wma Securities, INC.Broker
State Registrations15 states
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