Danielle Nichole Delong

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

• 07/2014 → 11/2016
  Wells Fargo Advisors, Llc.
  Leesburg, FL
• 04/2011 → 09/2017
  Wells Fargo Bank Na
  Leesburg, FL
• 11/2016 → 09/2017
  Wells Fargo Clearing Services, Llc
  Leesburg, FL
• 05/2018 → 02/2023
  Wells Fargo Bank, Na
  Tavares, FL
• 06/2018 → 02/2023
  Wells Fargo Clearing Services, Llc
  Tavares, FL
• 09/2017 → 04/2018
  Suntrust
  Lake Mary, FL
• 02/2023 → 05/2025
  Whitaker Wealth Management Services
  Morton, IL
• 08/2023 → 05/2025
  Ae Wealth Management, Llc
  Topeka, KS
• 06/2025 → 10/2025
  Midwestern Securities Trading Company Llc
  East Peoria, IL
• 06/2025 → 10/2025
  Princeville State Bank
  Peoria, IL
• 11/2025 → Present
  Regions Bank
  The Villages, FL
• 11/2025 → Present
  Cetera Investment Advisers Llc
  The Villages, FL
• 11/2025 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN

Previous Registrations

• 2025-07-28 → 2025-10-22
  Midwestern Securities Trading Company, Llc
  Peoria, IL
• 2023-08-30 → 2025-06-27
  Ae Wealth Management, Llc
  Morton, IL

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-08-12
• S65 Uniform Investment Adviser Law Examination
  2023-07-28

Other Names

• Danielle N Waite
• Danielle Nichole Waite
• Danielle N Howell
• Danielle Howell
• Danielle Nichole Howell