Daniel Crouse
Daniel Crouse is a registered investment advisor at Cetera Investment Advisers LLC, based in Winston-Salem, NC, with 9 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
4622 Country Club Road, Suite 220, Winston-Salem, NC, 27104
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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 a financial advisor and owner of Brendle Financial Group LLC and Brendle CPA PA, providing financial advisory, tax, and accounting services. He is also a member of Blue Gull LLC, acquiring rental real estate, a prospective board member for Country Club Commons Owners Association Inc, and assists in life insurance policies for clients through Avantax Insurance Agency and/or Avantax Insurance Services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations2 states
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