This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CETERA INVESTMENT ADVISERS LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Jul 31, 2020

First registration

May 28, 2021

Dual registered

yes, broker-dealer

Other names

MATTHEW JAMES DANIELS|matthew daniels

IAPD individual key

7251528

• Occurred

  Apr 5, 2023
  Advisor changed firm

  Matthew James Daniels left Fidelity Personal And Workplace Advisors for Cetera Investment Advisers Llc (registered 2023-06-29)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6645ec31-5b98-d40f-5140-6d8767e309eb

First observed

May 28, 2021

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.