Denise Maleski

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

• 03/1991 → Present
  Davis Gregory & Kyle Inc./Dba Dgk Insura
  Factoryville, PA
• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2017 → Present
  Davis, Gregory, And Kyle Inc. Dba Dgk Insurance
  Factoryville, PA
• 01/2023 → Present
  Rddm Investments Llc
  Factoryville, PA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

(1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 8/2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: AGENT BRIEF DESCRIPTION OF DUTIES: SELLING LIFE, HEALTH, AND DISABILITY (2) NAME OF OTHER BUSINESS: DAVIS, GREGORY, AND KYLE INC. DBA DGK INSURANCE INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE & FINANCIAL SERVICES START DATE: 7/2017 APX NUMBER OF HOURS PER WEEK: 25 APX NUMBER OF HOURS DURING TRADING HOURS: 25 POSITION/TITLE/RELATIONSHIP: EXECUTIVE ADMINISTRATION BRIEF DESCRIPTION OF DUTIES: SALES AND SUPPORT (3) NAME OF OTHER BUSINESS: RDDM INVESTMENTS LLC ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 1/2023; POSITION/TITLE/RELATIONSHIP: CO-OWNER/FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 25-30 ; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES, ADMINISTRATIVE DUTIES;

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-07-13

Designations

• Chartered Financial Consultant

Other Names

• Denise Maleski