LPL Financial
40yrs
Top 4% by experience in Hamilton
41yrs
Daniel Derose
Full name on record: Daniel Wayne Derose
Financial advisor at Cetera Investment Advisers
Daniel Derose is a fiduciary financial advisor in Hamilton, New Jersey, with 41 years in the industry. Daniel joined Cetera Investment Advisers in 2023, after 21 years at Securian Financial Services. 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 57 advisors with offices in Hamilton, and one of 55 fiduciaries.
At a glance
Experience41 years (since 1985)
How that compares ?Top advisor by experience in Hamilton
Office2279 State Hwy 33 St 512, Hamilton, NJ 08690
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
- 2023 – nowCetera Investment Advisers LLCCurrent firm
- 2002 – 2023Securian Financial Services, Inc.Previously
Contact Daniel
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Daniel. 2279 State Hwy 33 St 512Hamilton, NJ 08690Office · Get directions
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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 Derose. Daniel works from the Hamilton, NJ office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1985, about 41 years. Top advisor by experience in Hamilton.
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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