Daniel Mayer, financial advisor Denver CO
88 score

Daniel Mayer

CRD Number: 6373593
Current Firm: Cetera Investment Advisers LLC

Daniel Mayer (CRD# 6373593) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Denver, CO and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Triumph Capital Management Denver, CO Feb 2016 - Current < 1
Summit Financial Group Inc. Denver, CO Oct 2015 - Current 1
Cetera Investment, LLC Denver, CO Sep 2015 - Current 1
Summit Brokerage Services Inc. Denver, CO Aug 2015 - Current 1
Jp Turner & Co Capital Management LLC Denver, CO Nov 2014 - Sep 2015 < 1
Jp Turner & Company LLC Denver, CO Jul 2014 - Sep 2015 1
United States Anti-doping Agency Colorado Springs, CO Feb 2014 - Jul 2014 < 1
Unemployed Arvada, CO Nov 2013 - Feb 2014 < 1
Spectra Autism Center Lakewood, CO Jul 2011 - Nov 2013 2
Unemployed Arvada, CO Jun 2011 - Jul 2011 < 1
Student- M.a. Brussels, Jan 2010 - Jun 2011 1
Teksystems Broomfield, CO Nov 2008 - Dec 2009 1
Berlitz Language Center Medellin, Jan 2008 - Nov 2008 < 1
Ecc English Academy Yeosu, Aug 2007 - Nov 2008 1
American Furniture Warehouse Denver, CO Jul 2006 - Aug 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Daniel L. Mayer
Phone Number: 888-528-2987
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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