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Daniel Christopher Schlef

Cape Investment Advisory, Inc.

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About Daniel Christopher Schlef

Daniel Christopher Schlef has been a financial professional since 1991. Daniel is currently registered with Cape Investment Advisory, Inc. and is located in McDonough, GA. Daniel also has a branch office located in St. Charles, MO. Daniel has previous experience with Stifel Independent Advisors, LLC, Stifel, Nicolaus & Company, Incorporated, H&R Block Financial Advisors, Inc., Lincoln Investment Planning, Inc. and First Gateway Securities Inc..

Firm Information

Daniel Schlef is currently registered with Cape Investment Advisory, Inc.. Cape Investment Advisory, Inc. is an investment advisory firm headquartered in McDonough, Georgia, with a total of 40 investment adviser representatives. The firm manages approximately $365 million in assets, providing financial planning, pension consulting, and portfolio management services for individuals and businesses. They also offer educational seminars and select other advisors. The firm's services are tailored to meet the needs of high-net-worth individuals, pension and profit-sharing plans, and other individual clients.
Cape Investment Advisory, Inc.

1600 PENNSYLVANIA AVE.

MCDONOUGH, GA 30253

$365.21M

Assets Under Management

Not reported

Total Clients

39

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Schlef’s Registration & Firm History

GA

01/28/2022 - Present

Cape Investment Advisory, Inc. (MCDONOUGH GA)

MO

01/02/2004 - 01/10/2022

STIFEL INDEPENDENT ADVISORS, LLC (ST. CHARLES MO)

MO

11/16/2001 - 12/31/2003

STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)

MI

08/14/1996 - 11/26/2001

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

PA

05/31/1995 - 07/24/1996

LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)

NA

12/19/1990 - 11/04/1994

FIRST GATEWAY SECURITIES INC.

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Licenses & Designations

IA

Issued 11/15/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/21/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Christopher Schlef.
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