Daniel Sant

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

• 03/2018 → 02/2023
  Daniel Sant, Cpa
  Shreveport, LA
• 06/2009 → 03/2018
  Quarles Restaurant Group
  Ruston, LA
• 07/2024 → 09/2025
  Avantax Advisory Services
  Dallas, TX
• 05/2020 → Present
  Daniel Sant Cpa Llc
  Shreveport, LA
• 04/2020 → 06/2022
  Lescault And Walderman
  Shreveport, LA
• 03/2017 → 04/2020
  Carr, Riggs, & Ingram
  Shreveport, LA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-09-25 → 2025-09-05
  Avantax Advisory Services
  Shreveport, LA
  Dallas, TX

Other Businesses

DANIEL SANT CPA LLC POSITION: Managing Member NATURE: CPA, Bookkeeping, and tax services. Provide advice and guidance on all of the above services to businesses and individual clients. INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 130 START DATE: 05/15/2020 ADDRESS: 717 Crockett St, Shreveport LA 71101, United States DESCRIPTION: Provide guidance and advice to clients as well as overseeing and reviewing my employee's work. Develop business and marketing for the business. Approve hiring for the office and resolve and issues with clients and outside regulators.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-13