Danita
Yetter

Cape Investment Advisory, Inc

CRD#7246906
Investment Advisor
in Hanover, MD

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About this Advisor

Danita Yetter is a financial advisor based in Hanover, Maryland, working with Cape Investment Advisory, Inc. Danita has previously held positions at Pruco Securities LLC, Homemaker, Navy Marine Corps Relief Society, The Prudential Insurance Company Of America, Cape Securities, Inc, Cape Investment Advisory, Inc, and American Global Wealth Management, Inc. Danita has passed the Series 66 regulatory exam and is registered to provide services in Maryland, North Carolina, and Pennsylvania. Currently, Danita is part of Cape Investment Advisory, Inc, which operates out of Hanover, Maryland. The firm has 29 offices and 140 employees. The firm manages assets totaling $365.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cape Investment Advisory, Inc includes asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

1362 Mellon Road #100
Hanover, MD 21076

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Cape Investment Advisory, Inc Brokerage Details

Total Assets Under Management

$365,212,023

MD Average: $3,570,121,308
Total Number of Employees

140

MD Average: 58
Total Number of Accounts

1,630

MD Average: 1,608
Average Account Size

$224,056

MD Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Danita Yetter Work History

2023 - Present (1 year)

American Global Wealth Management, Inc

2021 - Present (3 years)

Cape Investment Advisory, Inc

2021 - 2022 (1 year)

Cape Securities, Inc

2020 - 2020 (< 1 year)

Pruco Securities LLC

2020 - 2020 (< 1 year)

The Prudential Insurance Company Of America

2019 - 2020 (1 year)

Homemaker

2016 - 2019 (3 years)

Navy Marine Corps Relief Society

2014 - 2016 (2 years)

Homemaker

Disclosures

Please visit the SEC profile of Danita Yetter 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 Cape Investment Advisory, Inc

Danita Yetter
Hanover, MD
Gerald Dietz
Mcdonough, GA
Eric Edwards
Mcdonough, GA
David Welton
Charlotte, NC
James March
Moraga, CA
Hunter Frey
Mcdonough, GA
Monica Zamfir
Mcdonough, GA
Gary Wargo
Mcdonough, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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