Damian M. Varela
CETERA INVESTMENT ADVISERS LLC
FORT MYERS, FL 33907
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CRD#: 6467398
Professional summary
Damian Marcus Varela, CFP® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Fort Myers, Florida and CETERA WEALTH SERVICES, LLC located in Fort Myers, Florida.
Damian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Damian has worked at 4 firms and has passed the Series 66, SIE and Series 7 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) REAL ESTATE LICENSE POSITION: Salesperson NATURE: Realtor INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2007 ADDRESS: 1822 Maple Avenue, Fort Myers FL 33901, United States DESCRIPTION: Held FL real estate sales associate license for many years. I do not actively use this license or dedicate any time throughout the year aside from continuing education every other year. 2) OMNI FINANCIAL SERVICES OF LEE COUNTY, INC. POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 35 START DATE: 03/12/2021 ADDRESS: 12610 New Brittany Blvd, Fort Myers FL 33907, United States DESCRIPTION: OMNI Financial Services of Lee County Inc., is our DBA for our business relationship with Securian. 3) OMNI RESOURCE GROUP OF SW FLORIDA, LLC POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/12/2021 ADDRESS: 12610 New Brittany Blvd, Fort Myers FL 33907, United States DESCRIPTION: I may at times refer business owners to OMNI Resource Group for business management consulting services.I may at times sell fixed insurance products that are not required to be sold through Securian. 4) THE CONTINUING EDUCATION ACADEMY, LLC POSITION: Participant NATURE: Trainer/Teacher INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/12/2021 ADDRESS: 12610 New Brittany Blvd, Fort Myers FL 33907, United States DESCRIPTION: I will be participating in continuing education seminars to help prospect for ML/SFS clients/business; 5) NAME OF OTHER BUSINESS: DAMIAN VARELA MANAGEMENT LLC; INVESTMENT RELATED: NO; ADDRESS: 1822 MAPLE AVE, FORT MYERS, FL 33901; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 9/2023; POSITION/TITLE/RELATIONSHIP: OWNER/MANAGER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: EXPENSE MANAGEMENT; 6) NAME OF OTHER BUSINESS: INHALE EXHALE LLC; INVESTMENT RELATED: NO; ADDRESS: 1822 MAPLE AVE, FORT MYERS, FL 33901; NATURE OF BUSINESS: THERAPY SERVICES; START DATE: 3/2023; POSITION/TITLE/RELATIONSHIP: AUTHORIZED MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PROVIDE BOOKKEEPING AND PAYROLL FOR WIFE'S THERAPY BUSINESS; 7) NAME OF OTHER BUSINESS: LUCKY CONCH LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: AGENT FOR LLC; START DATE: 04/2024; POSITION/TITLE/RELATIONSHIP: REGISTERED AGENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REGISTERED AGENT FOR LLC, RECEIVES MAIL AND CORRESPONDENCE FOR THE ENTITY; 8) NAME OF OTHER BUSINESS: OMNI FINANCIAL SERVICES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2023; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
CRS (Client Relationship Summary) - RIA
Click below to view Damian Marcus Varela'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: 2020
Experience
Current
July 11, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 12610 New Brittany Boulevard, Fort Myers, FL 33907RIA
CRD#: 105644
FORT MYERS, FL
Current
June 27, 2023 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 12610 New Brittany Blvd, Fort Myers, FL 33907BD
CRD#: 13572
Fort Myers, FL
Past
March 29, 2021 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
FORT MYERS, FL
Past
March 18, 2021 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
FORT MYERS, FL
Past
August 19, 2015 - March 12, 2021
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
FORT MYERS, FL
Past
July 23, 2015 - March 12, 2021
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
FORT MYERS, FL
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
California(10/10/2023)
RR
Florida(6/27/2023)
IAR
Florida(7/11/2023)
RR
New York(11/27/2024)
RR
Rhode Island(1/2/2025)
RR
South Carolina(7/23/2024)
RR
Virginia(8/10/2023)
RR
Washington(8/10/2023)
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.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Fort Myers, FL 33907TRUST BUT VERIFY
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