Brandi Danielle Small

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

• 09/2022 → Present
  First United Bank And Trust
  Hagerstown, MD
• 09/2022 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 07/2016 → 04/2019
  Noodles And Company
  Hagerstown, MD
• 08/2005 → 06/2018
  Schooling
  Clear Spring, MD
• 08/2018 → 05/2022
  Shepherd University
  Shepherdstown, WV
• 04/2019 → 09/2022
  First United Bank And Trust
  Hagerstown, MD
• 08/2025 → Present
  Cetera Investment Advisers Llc
  Hagerstown, MD

Other Businesses

ASSISTING TRUST DEPARTMENT AT FIRST UNITED BANK AND TRUST WITH ESTATE PLANNING NEEDS AND COMPLETING ESTATE ADMINISTRATION; PACKAGING AND SUBMISSION OF TRUST DOCUMENTS AND MAINTAINING ACCURATE RECORDS FOR TRUST DEPT; DOES NOT PLACE OR HANDLE SECURITIES TRANSACTIONS, MAKE INVESTMENT DECISIONS, OR RECOMMEND SPECIFIC SECURITIES

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-25
• S63 Uniform Securities Agent State Law Examination
  2023-03-03

Other Names

• Brandi Helman
• Brandi Danielle Helman