Matthew Daniels
Matthew Daniels is a registered investment advisor at Cetera Investment Advisers LLC, based in Loveland, OH, with 5 years of industry experience. Matthew 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
101 Commerce Blvd, Suite A, Loveland, OH, 45140
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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
Matthew is an insurance agent selling life, disability, annuities, and long-term care products, dedicating a few hours per week to this activity. He also works as an agent for Summit Financial Group, providing 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
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations4 states
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