Sage Investment Advisers
44yrs
Top advisor by experience in Wappingers Falls
17yrs
Daniel E Cwik
Financial advisor at LPL Financial
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 54% of advisors in Wappingers Falls
Office11 Marshall Rd Building 2 Suite 2b, Wappingers Falls, NY 12590
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational 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.
Uniform Combined State Law Examination
Career
- 2021 – nowLPL Financial 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?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call LPL Financial at 704-733-3300 and ask for Daniel E Cwik. Daniel works from the Wappingers Falls, NY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2009, about 17 years. More experience than 54% of advisors in Wappingers Falls.
What licenses does Daniel hold?
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?
LPL Financial 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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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