Daniel Lupacchino
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 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
13 years in the industry.
- Lupacchino Financial LLCOct 2025 to now
- Cetera Investment Advisers, LLCJun 2025 to now
- Cetera Wealth Services, LLCMay 2025 to now
- Cetera Advisor Networks LLCOct 2024 to May 2025
- Lupacchino Financial & AssociatesSep 2024 to Sep 2026
- Pioneer Financial GroupSep 2024 to Sep 2026
- United States ArmyMay 2017 to Jan 2025
- Norwich UniversityAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
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
- 7990480
- Firm CRD
- 105644