DM
DM

Daniel Mace

25 Years of Experience
Vero Beach, FL
Broker

Daniel Mace is a registered investment advisor at Cetera Investment Advisers LLC, based in Vero Beach, FL, with 25 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

1515 Indian River Blvd, Suite A145, Vero Beach, FL, 32960

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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 Activities

Daniel owns Daniel Mace, CPA, PA, providing tax preparation and bookkeeping services, taking about a quarter of his time. He is also co-owner of Omega Ocean Properties LLC, a real estate holding company, and a board member of Bridgewater Association Inc., a commercial building association, dedicating minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2002 - Present · 24 yrs 4 mos
Cetera Financial Specialists LLCBroker
December 2000 - Present · 25 yrs 5 mos
State Registrations1 state
FL
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.
Daniel Mace - Financial Advisor | TrueAdvisor