Daniel M Pellegrino

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2011 → 10/2025
  Lpl Financial Llc
  Attleboro, MA
• 01/2026 → Present
  Cetera Advisors, Llc
  Greenwood Village, CO
• 01/2026 → Present
  Cetera Investment Advisers, Llc
  Shaumburg, IL

Previous Registrations

• 2013-01-15 → 2025-10-10
  Lpl Financial Llc
  Middletown, RI
  Seekonk, MA
  Boston, MA
  Mattapoisett, MA
  Taunton, MA
  Taunton, MA
  Attleboro, MA
  Brockton, MA
  Brockton, MA
  Brockton, MA
  Stoughton, MA
  Needham, MA
  Brookline, MA
  Newton, MA
  Wellesley, MA
  Wallingford, CT
  Southington, CT
  Boston, MA
  Taunton, MA
  Glastonbury, CT
  West Hartford, CT
  Canton, CT
  Southington, CT
  Kent, CT
  Torrington, CT
  Providence, RI

Exams

• S66 Uniform Combined State Law Examination
  2013-01-10
• S63 Uniform Securities Agent State Law Examination
  1998-06-22

Other Names

• Daniel Michael Pellegrino