DS
Danielle N. Slacker
CETERA INVESTMENT ADVISERS LLC
SEWICKLEY, PA 15143
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CRD#: 6218201
DS
Professional summary
Danielle Nicole Slacker, CFP®, who also goes by Danielle N Gorley, Danielle Nicole Gorley, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Sewickley, Pennsylvania and CETERA WEALTH SERVICES, LLC located in Sewickley, Pennsylvania.
Danielle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Danielle has worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Danielle N Gorley | Danielle Nicole Gorley
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) KRATSAS WEALTH MANAGEMENT POSITION: Associate Financial Advisor NATURE: This is the DBA name for the Wealth Management business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/15/2024 ADDRESS: 2200 Georgetown Drive, Suite 202, Sewickley PA 15143, United States DESCRIPTION: DBA name for Wealth Management business 2) MERCADANTE & COMPANY, PC POSITION: Senior Tax Manager NATURE: My responsibilities will include tax planning, preparation, and checking income tax returns prepared by the company. I also provide consultation on tax matters to clients and the company.This is an entity through which I will provide tax and Avantax Wealth Management services. Tax services, accounting services, investment guidance and products, etc? INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 100 START DATE: 09/03/2024 ADDRESS: 2200 Georgetown Drive, Suite 202, Sewickley PA 15143, United States DESCRIPTION: Prepare, tax plan, and check income tax returns (individual, trust, estate, gift, and business). Provide consultationon tax matters to clients and coworkers.
CRS (Client Relationship Summary) - RIA
Click below to view Danielle Nicole Slacker's 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®
CFP®
Start date: 2022
Experience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 2200 Georgetown Dr Suite 202, Sewickley, PA 15143RIA
CRD#: 105644
SEWICKLEY, PA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 2200 Georgetown Drive Suite 202, Sewickley, PA 15143BD
CRD#: 13572
Sewickley, PA
Past
August 30, 2024 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Sewickley, PA
Past
August 30, 2024 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Sewickley, PA
Past
January 27, 2023 - September 5, 2024
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Imperial, PA
Past
November 15, 2021 - September 5, 2024
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Imperial, PA
Past
July 6, 2015 - November 18, 2021
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Sewickley, 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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
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.RR
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
RR
Pennsylvania(9/5/2025)
IAR
Pennsylvania(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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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)
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 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
