Daniel William Leatherman

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

• 01/2006 → Present
  Daniel W. Leatherman Cpa
  Baltimore, MD
• 06/2012 → 09/2025
  Avantax Investment Services, Inc.
  Baltimore, MD
• 07/2012 → 09/2025
  Avantax Advisory Services
  Parkville, MD
• 11/2016 → 09/2017
  Maryland Police & Correctional Traning
  Sykesville, MD
• 11/2013 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Baltimore, MD
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Baltimore, MD
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2012-08-15 → 2025-09-05
  Avantax Advisory Services
  Parkville, MD
• 2007-02-21 → 2011-10-10
  Global Brokerage Services, Inc.
  Parkville, MD
  Nottingham, MD
  Hunt Valley, MD
  Hunt Valley, MD
  Parkville, MD
• 2005-01-05 → 2005-04-20
  Fbr Investment Management, Inc.
  Arlington, VA
• 2002-08-22 → 2003-07-25
  Ferris, Baker Watts, Llc
  Silver Spring, MD
• 2002-02-28 → 2002-06-19
  Ameriprise Financial Services, Llc
  Owing Mills, MD

Other Businesses

1) Leatherman Financial Services~'IR'~2416 Lakewood Road~Baltimore~MD~21234~Accounting Services/Tax Preparation~Owner~1/1/2006~160hrs~130hrs~tax return preparation; bookkeeping and accounting; individual and small business consultation on record keeping and related processes; provide insurance, investment products, advisory services, financial planning and conducts regular periodic meetings with clients to stay in touch with their needs and discuss their progress toward their goals.|

Exams

• S66 Uniform Combined State Law Examination
  2002-02-21

Other Names

• Daniel W Leatherman