Stifel, Nicolaus & Company
44yrs
Top advisor by experience in Canfield
24yrs
Daniel Cvercko
Full name on record: Daniel Andrew Cvercko
Financial advisor at Cetera Investment Advisers
Based in Canfield, Ohio, Daniel Cvercko is a financial advisor with 24 years of industry experience. Daniel has been with Cetera Investment Advisers since 2017. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 70% of advisors in Ohio
Office2 South Broad Street, Canfield, OH 44405
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?2 states
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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.
Series 63Uniform Securities Agent State Law Examination
Career
- 2017 – nowCetera Investment Advisers LLCCurrent firm
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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 Cetera Investment Advisers at 310-257-7880 and ask for Daniel Cvercko. Daniel works from the Canfield, OH office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2002, about 24 years. More experience than 70% of advisors in Ohio.
What licenses does Daniel hold?
Series 63. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Daniel paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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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