Danielle Drew
Danielle Drew is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Westborough, MA, with 7 years of industry experience. Danielle 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
1800 West Park Dr Ste 150, Westborough, MA, 01581
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Danielle works as a financial professional for CCR Wealth Management, dedicating about a quarter of her time. She also works as a fitness instructor at NRG Fitness, spending minimal time teaching cardio and strength classes.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Finivi INC.
Triad Advisors LLCBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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