Daniel Battillo
Daniel Battillo is a registered investment advisor at Cetera Investment Advisers LLC, based in Orlando, FL, with 2 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
1615 Edgewater Drive Suite 150, Orlando, FL, 32804
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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 participates in The Continuing Education Academy, spending minimal time providing continuing education and licensing classes for contractors. He also works as a consultant for Omni Resource Group and as a financial professional for Omni Financial Services, dedicating about a quarter of his time to the latter. Daniel also works as an insurance agent selling property and casualty insurance, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
State Registrations1 state
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