Ameriprise Financial Services
45yrs
Top advisor by experience in Westborough
18yrs
Danielle Drew
Financial advisor at Cetera Investment Advisers
Danielle Drew is a fiduciary financial advisor in Westborough, Massachusetts, with 18 years in the industry. After a year at Finivi and two years at Commonwealth Financial Network, Danielle joined Cetera Investment Advisers in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Danielle holds the CFP® designation.
One of 189 advisors with offices in Westborough, and one of 172 fiduciaries.
At a glance
Experience18 years (since 2009)
How that compares ?More experience than 55% of advisors nationwide
Office1800 West Park Dr Suite 150, Westborough, MA 01581
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowCetera Investment Advisers LLCCurrent firm
- Aug 2021 – Jun 2022Finivi Inc.Previously
- 2017 – 2019Commonwealth Financial NetworkPreviously
- Jan 2009 – Jan 2009MerrillPreviously
Contact Danielle
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Danielle. 1800 West Park Dr Suite 150Westborough, MA 01581Office · Get directions
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Questions to ask Danielle
Tailored to Danielle’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Danielle
How do I contact Danielle?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Danielle Drew. Danielle works from the Westborough, MA office.
How long has Danielle been a financial advisor?
Danielle has been in the industry since 2009, about 18 years. More experience than 55% of advisors nationwide.
What licenses does Danielle hold?
Series 66. Tap any license on this page to see what it allows.
Is Danielle a fiduciary?
Danielle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Danielle paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Danielle for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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