David A Harlow

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

• 11/2005 → 12/2020
  Securities Service Network, Inc.
  Knoxville, TN
• 02/2013 → 12/2020
  Ssn Advisory, Inc
  Knoxville, TN
• 12/2024 → 07/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 01/2021 → 03/2021
  Unemployed
  Knoxville, TN
• 03/2021 → 11/2024
  Smoky Mountain Guides
  Sevierville, TN
• 08/2025 → Present
  Smoky Mountain Guides
  Sevierville, TN
• 10/2025 → Present
  Cetera Investment Services Llc
  St Cloud, MN

Previous Registrations

• 2013-08-28 → 2020-09-30
  Ssn Advisory, Inc.
  Knoxville, TN

Other Businesses

1. CONTRACTOR AT SMOKY MOUNTAIN GUIDES; MARKETING AND WEBSITE MAINTENANCE; 0-5 HRS/WK

Exams

• S66 Uniform Combined State Law Examination
  2026-07-02

Other Names

• Dave Harlow
• David A Harlow
• David Allan Harlow