Ex-Cambridge Adviser Jumps to Cetera Advisor Networks
Steven Dalton
Cetera Financial Group 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 at the beginning of 2024.
Prior to Cetera, Dalton was with Cambridge Investment Research Advisors Inc. from 2018 to 2024 and APW Capital Inc. from 2012 to 2018.
“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 advisers 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 FINRA Series 7, 63 and 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 and older in Manchester, N.H.
Dalton is just the latest personnel addition at Cetera, which recently added Jerry Patterson to lead advanced wealth solutions, Scott Baker as head of corporate strategy, and Daniel Burkott as chief compliance officer for Cetera’s tax channel.
Cetera Financial Group, which is owned by Cetera Holdings, serves more than 12,000 independent financial professionals and their teams, including tax professionals, banks, and credit unions in providing financial planning and wealth management services. Cetera oversees more than $505 billion in assets under administration and $213 billion in assets under management, as of March 31, 2024.
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