Daniel Zebrowski (CRD# 2566228) is an Investment Advisor Representative working at Spc in Fruitland Park, FL and has over 24 years of experience in the finance industry.
CRD# 2227187
Merit Financial Advisors
CRD# 2882852
Pnc Investments
CRD# 5583168
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor, MI | Oct 2018 - Current | 5 |
| Spc | Ann Arbor, MI | Oct 2018 - Current | 5 |
| Family Financial Planners, LLC | Fruitland Park, FL | Jun 2005 - Current | 18 |
| Family Financial Advisors, LLC | Fruitland Park, FL | May 2002 - Current | 21 |
| Investment Advisors Corp. | Fruitland Park, FL | Jan 2017 - Oct 2018 | 1 |
| Broker Dealer Financial Services Corp. | Fruitland Park, FL | Jul 2005 - Oct 2018 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1999 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1999 |
- AL
- AZ
- CO
- FL
- GA
- IL
- IN
- MD
- MI
- MS
- MO
- NY
- NC
- OH
- PA
- RI
- VA
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Total Assets Under Management5,563MILLIONS
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Total Number of Accounts30,541ACCOUNTS
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Average Account Value$182,147
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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