DW
Danielle E. Wilson Boutwell
CETERA INVESTMENT ADVISERS LLC
AUGUSTA, GA 30907
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CRD#: 7084418
DW
Professional summary
Danielle E Wilson Boutwell, who also goes by Danielle Wilson Boutwell, Danielle E Wilson Boutwell, Danielle E Wilson, Danielle Elizabeth Wilson, Danielle Wilson, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Augusta, Georgia and CETERA WEALTH SERVICES, LLC located in Augusta, Georgia.
Danielle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Danielle has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Danielle Wilson Boutwell | Danielle E Wilson Boutwell | Danielle E Wilson | Danielle Elizabeth Wilson | Danielle Wilson
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) JLMK LLC DBA NOBLE OAK FINANCIAL POSITION: Director of Operations and Client Services NATURE: We offer investment planning, retirement planning, estate planning, tax planning, and financial planning services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 06/17/2024 ADDRESS: 147 Davis Road, STE B, Augusta GA 30907, United States DESCRIPTION: Schedule appointments, help clients with service request, ensure office is compliant, help prepare for meetingsATURE: selling insurance products approved through Avantax INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/24/2024 ADDRESS: 147 Davis Road, STE B, Augusta GA 30907, United States DESCRIPTION: meet with clients, find insurance product needs and provide best options 2) AUGUSTA ESTATE PLANNING COUNCIL POSITION: Secretary NATURE: The council provides continuing education seminars and networking opportunities throughout the year to local financial planners, accountants, and attorneys. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2023 ADDRESS: 720 St Sebastian Way, # 160, Augusta GA 30901, United States DESCRIPTION: As secretary, I help organize networking events and keep track of membership. I attend quarterly board meetings and quarterly events. 3) NOTARY PUBLIC POSITION: Notary Public NATURE: to notarize client documents when needed INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/20/2025 ADDRESS: 147 Davis Road, STE B, Augusta GA 30907, United States DESCRIPTION: verifying the identity of signers to ensure authentic signatures
CRS (Client Relationship Summary) - RIA
Click below to view Danielle E Wilson Boutwell'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: 147 Davis Road Suite B, Augusta, GA 30907RIA
CRD#: 105644
AUGUSTA, GA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 147 Davis Road Suite B, Augusta, GA 30907BD
CRD#: 13572
Augusta, GA
Past
June 24, 2024 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Augusta, GA
Past
June 21, 2024 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Augusta, GA
Past
November 12, 2020 - June 27, 2024
LPL FINANCIAL LLC
RIA
CRD#: 6413
AUGUSTA, GA
Past
June 22, 2020 - June 27, 2024
LPL FINANCIAL LLC
BD
CRD#: 6413
AUGUSTA, GA
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
Georgia(9/5/2025)
IAR
Georgia(9/5/2025)
RR
South Carolina(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/22/2020
General Securities Representative ExaminationGeneral 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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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Augusta, GA 30907TRUST BUT VERIFY
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