DC
DC

Daniel Cvercko

26 Years of Experience
Canfield, OH
1 DisclosureBroker

Daniel Cvercko is a registered investment advisor at Cetera Investment Advisers LLC, based in Canfield, OH, with 26 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2 South Broad Street, Canfield, OH, 44405

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History

Regulatory History (1)
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Customer Dispute
December 2008
Settled
Other Business Activities

Daniel is the financial secretary for St. John's Greek Orthodox Church, coaches various sports, and is the treasurer for Boardman Gridiron Club and Boardman Dugout Club. These activities are not investment-related and take up a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2017 - Present · 9 yrs 4 mos
Cetera Investment Services LLCBroker
June 2001 - Present · 25 yrs 3 mos
Previous Registrations
Walnut Street Securities, INC.Broker
October 2000 - June 2001 · 8 mos
Park Avenue Securities LLCBroker
July 2000 - October 2000 · 3 mos
Park Avenue Securities LLCBroker
December 1999 - July 2000 · 7 mos
State Registrations20 states
AZCACOFLGAILINMAMEMINCNJNVOHORPASCTXVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.