DC
Daniel T. Crouse
CETERA INVESTMENT ADVISERS LLC
WINSTON-SALEM, N, NC 27104
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CRD#: 6650905
DC
Professional summary
Daniel Thurston Crouse is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Winston-salem, N, North Carolina and CETERA WEALTH SERVICES, LLC located in Winston-salem, North Carolina.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Daniel has worked at 6 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) BRENDLE FINANCIAL GROUP LLC POSITION: Financial Advisor, Owner NATURE: Financial advisory services, managing accounts, meeting with current and prospective clients. INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 40 START DATE: 12/02/2019 ADDRESS: 4622 Country Club Rd, Suite 220, Winston Salem NC 27104, DESCRIPTION: Financial advisory services, managing accounts, meeting with current and prospective clients. 2) BRENDLE CPA PA POSITION: Owner NATURE: Tax preparation, tax planning, bookkeeping, and other accounting services. INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 12/02/2019 ADDRESS: 4622 Country Club Rd Suite 220, Suite 220, Winston Salem NC 27104, DESCRIPTION: Prepare tax returns, prepare tax projections, review tax returns, review tax projections, assist with bookkeeping services, meet with clients to assist with their tax services. 3) BLUE GULL LLC POSITION: Member NATURE: Acquire rental real estate for long term investment. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/27/2021 ADDRESS: 404 Pete Fritts Rd, Lexington NC 27292, DESCRIPTION: Locate and acquire investment properties. Manage properties and lease agreements. Maintain books and records. 4) COUNTRY CLUB COMMONS OWNERS ASSOCIATION INC POSITION: Prospective Board Member NATURE: Board member for condo association board that oversees office space that our business resides in. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/25/2023 ADDRESS: PO Box 20429, Winston Salem NC 27120, United States DESCRIPTION: Board member not as an employee. Vote on building needs, maintenance, repairs. Deal with tenant/owner issues.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Thurston Crouse'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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 4622 Country Club Road Suite 220, Winston-salem, N, NC 27104RIA
CRD#: 105644
WINSTON-SALEM, N, NC
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 4622 Country Club Road Suite 220, Winston-salem, NC 27104BD
CRD#: 13572
WINSTON-SALEM, NC
Past
October 25, 2019 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
WINSTON-SALEM, NC
Past
October 25, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
WINSTON-SALEM, NC
Past
August 15, 2016 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
Winston Salem, NC
Past
June 29, 2016 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
Winston Salem, NC
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
Florida(9/5/2025)
RR
North Carolina(9/5/2025)
IAR
North Carolina(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
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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.
