Daniel G. Cameron

CETERA INVESTMENT ADVISERS LLC

PALM BEACH GARDENS, FL

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CRD#: 4738880

Professional summary

Daniel George Cameron is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Palm Beach Gardens, Florida and CETERA FINANCIAL SPECIALISTS LLC located in Palm Beach Gardens, Florida.

Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Daniel has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 62 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 11/2019 ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, LONG TERM CARE AND MEDICARE SUPPLIMENTS ; 2) LONG TERM CARE SOLUTIONS; INVESTMENT RELATED; SAME AS REGISTERED ADDRESS; LONG TERM CARE INSURANCE AND PLANNING; START 2001; 10-20 HOURS/WEEK DURING TRADING HOURS; INSURANCE SALES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel George Cameron's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 3, 2014 - Present

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

PALM BEACH GARDENS, FL

Current

December 1, 2014 - Present

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

PALM BEACH GARDENS, FL

Past

June 29, 2007 - December 1, 2014

PTS BROKERAGE, LLC

RIA

CRD#: 119307

CHERRY HILL, NJ

Past

June 29, 2007 - December 1, 2014

PTS BROKERAGE, LLC

CRD#: 119307

MOUNT LAUREL, NJ

Past

January 3, 2007 - July 2, 2007

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

MARLTON, NJ

Past

May 31, 2005 - July 2, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

MARLTON, NJ

Past

May 31, 2005 - July 2, 2007

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

MARLTON, NJ

Past

July 28, 2004 - August 18, 2005

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

HOLBROOK, NY

Past

April 20, 2004 - August 9, 2004

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(7/13/2018)

IAR

Florida
(4/12/2022)

New Jersey
(12/1/2014)

IAR

New Jersey
(12/3/2014)

Pennsylvania
(12/1/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/3/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/6/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 62

Date: 3/9/2015

Corporate Securities Limited Representative Examination

General Industry/Product Exam

Series 6

Date: 12/22/2003

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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Contact information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Mailing Address

Phone number

(310) 257-7880

Established

Firm type

Fiscal year end

# of Employees

7,705

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	584,487
AUM (Assets Under Management)	$ 163,792,814,520

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Daniel G. Cameron

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel George Cameron's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA FINANCIAL SPECIALISTS LLC

PTS BROKERAGE, LLC

PTS BROKERAGE, LLC

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/3/2005

Series 63

Date: 4/6/2004

SIE

Date: 10/1/2018

Series 62

Date: 3/9/2015

Series 6

Date: 12/22/2003

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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