Danita Marie Yetter
Investment adviser representative at Cape Investment Advisory, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$473.7MFirm assets
Are you Danita Marie Yetter? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
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
10 years in the industry.
- American Global Wealth Management, Inc.Jan 2023 to now
- Cape Investment Advisory, Inc.Mar 2021 to now
- Cape Securities, IncMar 2021 to Dec 2022
- The Prudential Insurance Company of AmericaOct 2020 to Dec 2020
- Pruco Securities LLCFeb 2020 to Dec 2020
- HomemakerJun 2019 to Jan 2020
- Navy Marine Corps Relief SocietySep 2016 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MD).
Cape Investment Advisory, Inc.
$473.7MAssets managed
1,013Clients
31Advisers
16 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
- 7246906
- Firm CRD
- 146384