Daniel
Chalmers

Cetera Advisors LLC

CRD#4143756
Investment Advisor
in Gainesville, FL

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About this Advisor

Daniel Chalmers is a financial advisor working in Gainesville, Florida with 8 years of relevant experience. Chalmers works at Cetera Advisors LLC. Throughout their career, Chalmers has worked at Stormant & Chalmers and Cetera Advisors LLC. Chalmers maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Cetera Advisors LLC is a company that has its headquarters in Englewood, CO. The investment advisory business has offices in 692 locations and a total of 1,047 advisors. It oversees $21 billion in total assets across its 90,646 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 294 charities and foundations. Of its 90,646 accounts, 26% are associated with high-net-worth clients who have more than $1 million in investable assets. Cetera Advisors LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules usually vary depending on the financial services provided. However, fees billed by Cetera Advisors LLC likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2750 Nw 43Rd St Ste 101
Gainesville, FL 32606

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$21,227,977,082

FL Average: $2,349,664,866
Total Number of Employees

1,047

FL Average: 28
Total Number of Accounts

90,646

FL Average: 1,101
Average Account Size

$234,185

FL Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Daniel Chalmers Work History

Daniel has been registered as a financial advisor for 8 years.*

2013 - Present (11 years)

Cetera Advisors LLC

1984 - Present (40 years)

Stormant & Chalmers

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Daniel Chalmers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Advisors LLC

Michael Rousseau
Westborough, MA
Nicholas Russell
Orlando, FL
Elyse Jurman
Boca Raton, FL
William Lucas
Missoula, MT
Iain Reilly
San Diego, CA
Denise Ford
Saint Louis, MO
John Peyton
Lake Oswego, OR
Randy Roesler
Franklin, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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