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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)17 years in industry

DANIELLE DREW

Advisor at CETERA INVESTMENT ADVISERS LLC

WESTBOROUGH, MA

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Search this name across graphsid dfx:ria:ddea95d2-3c07-62c0-3733-a7c4d07a6953

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 5, 2009 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jan 5, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 30, 2017
First registration: Jan 5, 2009
Dual registered: yes, broker-dealer
Other names: DANIELLE R DREW
IAPD individual key: 5483917

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Mar 21, 2024	n/a	yes	WESTBOROUGH, MA	Current employment
FINIVI INC.	Independent wealth	Aug 31, 2021	Jun 7, 2022	no	WESTBOROUGH, MA	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Sep 20, 2017	Nov 18, 2019	no	WALTHAM, MA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 5, 2009	Jan 20, 2009	no	HYANNIS, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FINIVI INC.	CETERA INVESTMENT ADVISERS LLC	Jun 7, 2022	Mar 21, 2024	653	Firm change after gap	RIA to ibd
COMMONWEALTH FINANCIAL NETWORK	FINIVI INC.	Nov 18, 2019	Aug 31, 2021	652	Firm change after gap	Ibd to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	COMMONWEALTH FINANCIAL NETWORK	Jan 20, 2009	Sep 20, 2017	3,165	Firm change after gap	Wirehouse to ibd

Relationships

Registered with (4)

→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: current employment
Mar 21, 2024 to presentfactForm ADV
→ FINIVI INC.Registered adviserregistration: previous registration
Aug 31, 2021 to Jun 7, 2022factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Sep 20, 2017 to Nov 18, 2019factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 5, 2009 to Jan 20, 2009factForm ADV

Dated events

Occurred
Jun 7, 2022
Advisor changed firm
Danielle Drew left Finivi Inc. for Cetera Investment Advisers Llc (registered 2024-03-21)
Form ADVobserved 4 days ago