Holly Danielle Butler

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

• 06/2015 → 03/2017
  Suntrust Bank
  Nashville, TN
• 03/2017 → 03/2018
  Suntrust Investment Services, Inc
  Atlanta, GA
• 05/2017 → 03/2018
  Suntrust Advisory Services, Inc
  Atlanta, GA
• 01/2019 → 03/2025
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 01/2019 → 03/2025
  Suntrust Bank
  Smyrna, TN
• 03/2018 → 01/2019
  Pinnacle Financial Partners
  Nashville, TN
• 04/2019 → 02/2020
  Suntrust Advisory Services,Inc.
  Atlanta, GA
• 03/2020 → 03/2025
  Suntrust Advisory Services, Inc.
  Atlanta, GA
• 05/2025 → Present
  Cetera Investment Advisers Llc
  Murfreesboro, TN
• 05/2025 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 05/2025 → Present
  Regions Bank
  Murfreesboro, TN

Previous Registrations

• 2020-03-17 → 2025-03-17
  Truist Advisory Services, Inc.
  Smyrna, TN
  Murfreesboro, TN

Other Businesses

1.) RENTAL PROPERTY, 100% OWNER

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-03-05
• S63 Uniform Securities Agent State Law Examination
  2010-12-21

Other Names

• Holly D Watzke
• Holly D Wurzler
• Holly Bailey
• Holly Danielle Bailey