David Wayne Caccamo
Investment adviser representative at Sequent Planning, LLC
38 yearsExperience
1 stateRegistered in
$589.5MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
38 years in the industry.
- Sequent Planning, LLCJan 2019 to now
- Priority Payments Tech PartnersOct 2018 to now
- Futurity First Insurance GroupAug 2018 to now
- UnemployedFeb 2018 to Aug 2018
- Mutual of Omaha Investor Services, Inc.Feb 1988 to Feb 2018
- Mutual/united of OmahaFeb 1988 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (PA).
Sequent Planning, LLC
$589.5MAssets managed
6,015Clients
99Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1937345
- Firm CRD
- 160381