DP
DP

Daniel Paonessa

19 Years of Experience
Henderson, NV
BrokerSells Insurance

Daniel Paonessa is a registered investment advisor at Cetera Investment Advisers LLC, based in Henderson, NV, 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

Henderson, NV

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 ActivitiesSells Insurance

Daniel is an OSJ Branch Manager for Malecki Financial Group, dedicating full-time hours to monitoring and supervising registered representatives. He also works as an insurance agent selling life and fixed annuities with various companies, dedicating minimal time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
February 2007 - Present · 19 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
April 2013 - June 2023 · 10 yrs 2 mos
State Registrations9 states
CACTDCMDNJNVNYPASD
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.