Joseph Daniel Neary
Vice President, Manager, Ceo, PresidentCetera Advisory Services LLCCRD 2993505
About Joseph Daniel Neary
Joseph Daniel Neary is listed as Vice President, Manager, Ceo, President at Cetera Advisory Services LLC in El Segundo, CA. Form ADV reports a beneficial ownership band of Under 5%. Joseph Daniel Neary is associated with 4 registered advisers.
Reported ownership
Owns Under 5% of Cetera Advisory Services LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Joseph Daniel Neary work?
Joseph Daniel Neary is listed as Vice President, Manager, Ceo, President at Cetera Advisory Services LLC on SEC Form ADV.
How much of Cetera Advisory Services LLC does Joseph Daniel Neary own?
Form ADV reports a beneficial ownership band of Under 5%.
Cetera Advisory Services LLC
| Title | Vice President, Manager, Ceo, President |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |
Cetera Investment Advisers LLC
| Title | Vp, Manager, Ceo And President |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2019 |
Cetera Investment Management LLC
| Title | Manager, Vp, Ceo, President |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2019 |
Avantax Planning Partners, Inc.
| Title | Director/Vice President |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |