Dana Cafaro is a registered investment advisor at Cetera Investment Advisers LLC, based in Latham, NY, with 18 years of industry experience. Dana 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
19 British American Blvd East, Latham, NY, 12110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dana is a notary public and spends nearly full-time working for Greenwood Hoff Wealth Management, a DBA for Cetera Business.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Previous Registrations
Foresters Financial Services, INC.Broker
State Registrations3 states
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