Cetera Investment Advisers
42yrs
Top advisor by experience in Elk Grove
11yrs
Danilo Caldeira
Financial advisor at Merrill
Danilo Caldeira has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Elk Grove, California. Danilo has been with Merrill since 2016; before that, Danilo spent less than a year at Osaic Services. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 75 advisors with offices in Elk Grove, and one of 71 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
OfficeElk Grove, CA
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowMerrillCurrent firm
- Jan 2016 – May 2016Osaic Services, Inc.Previously
Contact Danilo
Elk Grove, CAOffice · Get directions Firm main line(800) 637-7455Headquarters: Merrill · New York, NYIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Danilo
Tailored to Danilo’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Danilo
How do I contact Danilo?
Call Merrill at (800) 637-7455 and ask for Danilo Caldeira. Danilo works from the Elk Grove, CA office.
How long has Danilo been a financial advisor?
Danilo has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does Danilo hold?
Series 66. Tap any license on this page to see what it allows.
Is Danilo a fiduciary?
Danilo is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Danilo paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Danilo 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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