DB
DB

Daniel Baer

19 Years of Experience
Chambersburg, PA
Broker

Daniel Baer is a registered investment advisor at Cetera Investment Advisers LLC, based in Chambersburg, PA, with 19 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
Loading...

Location

850 Norland Avenue, Chambersburg, PA, 17201

Get directions

History

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 →
Other Business Activities

Daniel is involved in trust and estate administration for a bank. He also serves as a board member for the Greater Chambersberg Chamber Foundation, focusing on charitable and educational purposes.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2018 - Present · 8 yrs 3 mos
Cetera Investment Services LLCBroker
November 2017 - Present · 8 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
February 2007 - December 2014 · 7 yrs 10 mos
Cetera Advisor Networks LLCBroker
August 2004 - December 2014 · 10 yrs 4 mos
Invest Financial CorporationBroker
December 2003 - May 2004 · 5 mos
Metropolitan Life Insurance CompanyBroker
March 2003 - November 2003 · 8 mos
Metlife Securities INC.Broker
March 2003 - November 2003 · 8 mos
PFS Investments INC.Broker
January 2003 - February 2003 · 1 mo
State Registrations2 states
MDPA
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 Baer - Financial Advisor | TrueAdvisor