Daniel
Zebrowski
Spc
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About this Advisor
Daniel Zebrowski is a personal financial specialist based in Fruitland Park, Florida with 5 years of relevant experience. Zebrowski is currently employed by Spc. Their career trajectory has included roles at Family Financial Advisors, LLC, Family Financial Planners, LLC, Sigma Financial Corporation, Investment Advisors Corp, Broker Dealer Financial Services Corp and Spc. Zebrowski holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Alabama, Arizona, Colorado, Florida, Georgia, Illinois, Indiana, Maryland, Michigan, Mississippi, Missouri, New York, North Carolina, Ohio, Pennsylvania, Rhode Island and Virginia. Spc is a registered investment firm headquartered in Ann Arbor, MI. The investment advisory business has offices in 426 locations and a total of 610 financial advisors. It administers $6 billion in total assets between its 34,594 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 20 charitable organizations. Of its 34,594 client accounts, just 8% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors are based on the financial services offered. Fee types billed by Spc likely consist of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Spc Brokerage Details
$5,964,256,852
610
34,594
$172,407
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Daniel Zebrowski Work History
Daniel has been registered as a financial advisor for 5 years.*
Sigma Financial Corporation
Spc
Family Financial Planners, LLC
Family Financial Advisors, LLC
Investment Advisors Corp
Broker Dealer Financial Services Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Zebrowski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Spc
Ann Arbor, MI
Fort Lauderdale, FL
Ann Arbor, MI
Novi, MI
Madison, MS
Englewood, CO
Ann Arbor, MI
Ann Arbor, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
