Schaeffer Financial
47yrs
Top advisor by experience in Rockville
34yrs
Daniel Sipe
Full name on record: Daniel Joseph Sipe
Financial advisor at Raymond James Financial Services Advisors
Based in Rockville, Maryland, Daniel Sipe is a fiduciary financial advisor with 34 years of industry experience. Daniel joined Raymond James Financial Services Advisors in 2009, a firm offering financial planning, investment management, and retirement plan consulting. Raymond James Financial Services Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 424 advisors with offices in Rockville, and one of 396 fiduciaries.
At a glance
Experience34 years (since 1993)
How that compares ?Top 9% by experience in Maryland
Office15245 Shady Grove Rd Suite 380, Rockville, MD 20850
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?1 state
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowRaymond James Financial Services Advisors, Inc.Current firm
Contact Daniel
(727) 567-3020Firm headquarters in Saint Petersburg, FL. Ask for Daniel. 15245 Shady Grove Rd Suite 380Rockville, MD 20850Office · Get directions LinkedIn pageRaymond James Financial Services Advisors
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Raymond James Financial Services Advisors at (727) 567-3020 and ask for Daniel Sipe. Daniel works from the Rockville, MD office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1993, about 34 years. Top 9% by experience in Maryland.
What licenses does Daniel hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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