Daniel Gonzalez-Maisonet
Daniel Gonzalez-Maisonet is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Atlanta, GA, with 15 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
47 Perimeter Center East, Suite 100, Atlanta, GA, 30346
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Regulatory History
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 sells fixed insurance with various companies, including life, health, disability, fixed annuities, long-term care, and property & casualty insurance, dedicating a few hours per week. He also works as a CPA providing tax and business consulting services, owns The Fiducial Adviser LLC and Fulcro Fiducial for financial services and insurance, and is involved with the Puerto Rico State Society of CPAs and continuing education.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Nylife Securities LLCBroker
New England Securities Corporation
New England SecuritiesBroker
State Registrations3 states
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