Daniel Croy
Daniel Croy is a registered investment advisor at Cetera Investment Advisers LLC, based in Coshocton, OH, with 14 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
636 Chestnut St, Coshocton, OH, 43812
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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 products, including life, health, annuities, and long-term care, dedicating a few hours per week. He is also an investment advisor representative and agent at Bradford Financial Group, focusing on insurance and financial services, which takes about a quarter of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
W&s Brokerage Services, INC.Broker
State Registrations6 states
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