Daniel Naumann is a registered investment advisor at Cetera Investment Advisers LLC, based in Malden, MA, with 23 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
Firm Size
IM Fee
Assets Under Management
Location
Malden, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel works as a scorekeeper for high school hockey at Everett Public Schools. This activity requires minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Putnam Investment Management, LLC
Putnam Investment Management, LLC
Putnam Retail Management Limited PartnershipBroker
State Registrations1 state
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