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Daniel Delia

9 Years of Experience
West Chester, PA
Broker

Daniel Delia is a registered investment advisor at Cetera Investment Advisers LLC, based in West Chester, PA, 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1240 West Chester Pike, West Chester, PA, 19382

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Daniel works as a CPA at Sterling Services, Inc., providing accounting, bookkeeping, and tax preparation services. This occupies nearly all of Daniel's time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Investment Services, INC.Broker
February 2017 - September 2025 · 8 yrs 7 mos
Avantax Advisory Services
December 2016 - September 2025 · 8 yrs 9 mos
State Registrations4 states
DEFLMDPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.