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Daniel C

Series 63, Series 66

Beverly, MA

Cetera

Daniel Crowley is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has worked at Cetera and its affiliates since 2016 and previously at Investors Capital Corp. from 2003 to 2016. Outside of advising, he also works as an operations associate at Home Depot and sells life insurance and annuities as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program options and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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