Daniel Desalva
Daniel Desalva is a registered investment advisor at Cetera Investment Advisers LLC, based in Georgetown, CT, with 7 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
73 Redding Rd, Georgetown, CT, 06829
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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 is involved in several fixed insurance businesses, including selling life, health, disability, annuities, and long-term care products, and working on the internal sales desk at Georgetown Financial Group. He also serves as a board member for AIMCOR, LLC, and a regional sales director for AIMCOR Enterprise Insurance Group, and is the president of the Western Connecticut Estate & Tax Planning Council, dedicating minimal time to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations3 states
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