DS
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Danielle Scepkowski
13 Years of Experience
Morristown, NJ
Broker
Danielle Scepkowski is a registered investment advisor at Cetera Investment Advisers LLC, based in Morristown, NJ, with 13 years of industry experience. Danielle 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
Morristown, NJ
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2024 - Present · 1 yr 11 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.Broker
August 2012 - August 2023 · 11 yrs
New England SecuritiesBroker
February 2011 - July 2011 · 5 mos
State Registrations4 states
CTMANJNY
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.