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Daniel Christopher Zebrowski

Investment adviser representative at Spc
24 yearsExperience
1 stateRegistered in
PFSDesignation
$6.1BFirm assets

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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 feeOther

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

24 years in the industry.

  1. Sigma Financial CorporationOct 2018 to now
  2. SpcOct 2018 to now
  3. Family Financial Planners, LLCJun 2005 to now
  4. Family Financial Advisors, LLCMay 2002 to now
  5. Investment Advisors Corp.Jan 2017 to Oct 2018
  6. Broker Dealer Financial Services Corp.Jul 2005 to Oct 2018

Designations

  • PFS

Exams passed

  • Series 65 · Uniform Investment Adviser Law1999
  • Series 63 · Uniform Securities Agent State Law1999

State registrations

Registered as an investment adviser representative in 1 state (FL).

Spc

Legal name: Sigma Planning Corporation

$6.1BAssets managed
30,916Clients
474Advisers
42 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
2566228
Firm CRD
110692
Advisor's SEC record (opens in a new tab)
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