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Daniel Sean Spencer

FORT FREDERICA CAPITAL, LLC·SEWICKLEY, Pennsylvania
Unclaimed Profile
403 ORCHARD STREET, SEWICKLEY, PA 15143CRD# 3068294Firm CRD# 168389
01

About

Daniel Sean Spencer is a registered financial advisor based in SEWICKLEY, Pennsylvania, affiliated with FORT FREDERICA CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FORT FREDERICA CAPITAL, LLC
FORT FREDERICA CAPITAL, LLC
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at FORT FREDERICA CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 3068294
Firm CRD# 168389
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Sean Spencer offer?
Daniel Sean Spencer specializes in Financial Planning, Investment Management. Contact their office in SEWICKLEY, Pennsylvania for a consultation.
What are Daniel Sean Spencer's credentials?
Daniel Sean Spencer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Sean Spencer located?
Daniel Sean Spencer is based in SEWICKLEY, Pennsylvania, working with FORT FREDERICA CAPITAL, LLC. Their office serves clients in the SEWICKLEY metropolitan area and surrounding communities.
How does Daniel Sean Spencer charge for services?
Daniel Sean Spencer's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORT FREDERICA CAPITAL, LLC?
FORT FREDERICA CAPITAL, LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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John Martin Schneider — JMS CAPITAL GROUP WEALTH SERVICES, LLCMelissa Tsaggaris Corso — JMS CAPITAL GROUP WEALTH SERVICES, LLCRoger William Roble — ROBLE, BELKO AND COMPANY, INC.William Thomas Belko — ROBLE, BELKO AND COMPANY, INC.Gregory James Simpson — ROOTSTOCK INVESTMENT MANAGEMENT, LLC.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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