RBC Capital Markets
45yrs
Top advisor by experience in Germantown
3yrs
Daniel Brown
Financial advisor at Cetera Investment Advisers
Daniel Brown is a fiduciary financial advisor in Germantown, Tennessee, with 3 years in the industry. Daniel joined Cetera Investment Advisers in 2025, after a year at Fidelity Personal and Workplace Advisors. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 152 advisors with offices in Germantown, and one of 129 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office2176 West Street, Suite 100, Germantown, TN 38138
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Feb 2025 – nowCetera Investment Advisers LLCCurrent firm
- May 2024 – Jan 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Daniel
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Daniel. 2176 West Street, Suite 100Germantown, TN 38138Office · Get directions
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Daniel
How do I contact Daniel?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Daniel Brown. Daniel works from the Germantown, TN office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel 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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