DS
CFP
DS
CFP

Danielle Slacker

10 Years of Experience
Sewickley, PA
BrokerSells Insurance

Danielle Slacker is a CFP-designated registered investment advisor, based in Sewickley, PA, with 10 years of industry experience.

Location

2200 Georgetown Dr, Suite 202, Sewickley, PA, 15143

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History

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.

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Other Business ActivitiesSells Insurance

Danielle works full-time as an Associate Financial Advisor at Kratsas Wealth Management and spends nearly full-time as a Senior Tax Manager at Mercadante & Company, PC. She also works a few hours per week as an agent for Avantax Insurance Agency and/or Avantax Insurance Services, offering various insurance products.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
August 2024 - September 2025 · 1 yr 1 mo
Avantax Investment Services, INC.Broker
August 2024 - September 2025 · 1 yr 1 mo
Cambridge Investment Research Advisors, INC.
January 2023 - September 2024 · 1 yr 8 mos
Cambridge Investment Research, INC.Broker
November 2021 - September 2024 · 2 yrs 10 mos
Avantax Investment Services, INC.Broker
July 2015 - November 2021 · 6 yrs 4 mos
State Registrations1 state
PA
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.
Danielle Slacker - Financial Advisor | TrueAdvisor