Adviser and broker representative · Cetera Investment Advisers LLC
Daniel Gonzalez-Maisonet
CRD 5654269 · San Juan, PR
At a glance
Daniel Gonzalez-Maisonet is an investment adviser representative with Cetera Investment Advisers LLC in San Juan, PR, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Daniel’s SEC record dates to 2009, about 16 years ago. Daniel is also registered as a broker representative. Designations on file: Personal Financial Specialist.
Current advisory firm
- Cetera Investment Advisers LLCSince June 2023San Juan, PR · $257B in regulatory assets
SEC adviser record
- Registered since
- 2009 (16 years)
- Designations
- Personal Financial Specialist
- Exams
- Series 65, Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Daniel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.