Cetera Welcomes $146 Million AUA Advisor to Cetera Advisor Networks

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Jul 09, 2024, 10:03 ET

Steven Dalton Joins Cetera via Cetera Wealth Partners

SAN DIEGO, July 9, 2024 /PRNewswire/ -- Cetera Financial Group, the premier financial advisor Wealth Hub, announced that Steven Dalton has joined Cetera Advisor Networks via Cetera Wealth Partners. Dalton provides comprehensive financial planning and investment advice to clients and had more than $146 million in assets under administration** as of January 24, 2024.

"As I've transitioned to Cetera, I've been impressed with the firm's ability to make the big feel small," Dalton said. "I've appreciated partnering with a broker-dealer that makes me feel like more than a number, while still providing me with a far-reaching infrastructure of services and products to help me not only maintain close client relationships, but also to grow my business. I look forward to further benefitting my practice and, most importantly, my clients with Cetera's help."

"I'm happy to welcome Steven to Cetera Wealth Partners and I look forward to working with him to enhance his already robust practice," said Tom Halloran, president of Cetera Wealth Partners. "Cetera Wealth Partners is an ideal fit for advisors serious about growing and providing the most robust opportunities for clients. I know Steven's practice – and his clients – will thrive in this environment."

Dalton holds his Series 7, Series 63 and Series 66 registrations. He runs a holistic financial planning and wealth management service practice working mainly with retirees and those aiming toward early retirement. When he's not working, Dalton serves on the board of the Mary Gale Foundation, which supports low-income women aged 65 or older in Manchester, NH.

Click here for more information about Cetera Advisor Networks and click here for Cetera Wealth Partners.

About Cetera

Cetera Financial Group, which is owned by Cetera Holdings (collectively, Cetera), is the premier financial advisor Wealth Hub where financial advisors and institutions optimize their control and value creation. Breaking away from a commoditized and homogenous IBD model, Cetera offers financial professionals and institutions the latest solutions, support, and services to grow, scale, or transition with a merger, sale, investment, or succession plan. Cetera proudly serves independent financial advisors, tax professionals, licensed administrators, large enterprises, as well as institutions, such as banks and credit unions, providing an established and repeatable blueprint for scalable growth.

Home to more than 12,000 financial professionals and their teams, Cetera oversees more than $505 billion in assets under administration and $213 billion in assets under management, as of March 31, 2024. In a recent advisor satisfaction survey of nearly 35,000 reviews, Cetera's Voice of Customer (VoC) program vigorously measures advisor experience and satisfaction 24/7. Currently, it's ranked 4.8 out of 5 stars.

Visit www.cetera.com, and follow Cetera on LinkedIn, YouTube, Twitter and Facebook.

"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, the following FINRA/SIPC members: Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. Located at: 655 W. Broadway, 11th Floor, San Diego, CA 92101.

*Cetera Wealth Partners is a region of Cetera Advisor Networks, LLC. Registered Representative offering securities through Cetera Advisor Networks, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera firms are under separate ownership from any other entity.

**Value approximated based on asset holding details provided to Cetera.

SOURCE Cetera Financial Group