Daniel Spiegel
Investment adviser representative at Vcp Financial LLC
14 yearsExperience
14 statesRegistered in
$142.6MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Vcp Financial LLCJun 2013 to now
- Sterne AgeeFeb 2012 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 14 states (CA, CT, FL, GA, IL, LA, MD, MI, NJ, NY, OH, PA, TX, UT).
Vcp Financial LLC
$142.6MAssets managed
411Clients
4Advisers
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
- 4191462
- Firm CRD
- 167901