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Danny Zvi Spiegel

VCP Financial LLC

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About Danny Zvi Spiegel

Danny Spiegel is a financial advisor at VCP Financial LLC. Danny is a Certified Financial Planner® professional and has been in the industry for over 19 years. Danny is registered with the following states: California, Florida, Illinois, Maryland, Michigan, New Jersey, New York, Ohio, Pennsylvania, and Texas. Danny has expertise in providing financial planning, portfolio management for individuals, consulting services, and pension consulting.

Firm Information

Danny Spiegel is currently registered with VCP Financial LLC. VCP Financial LLC is an investment advisory firm based in Staten Island, NY, with a website at HTTP://WWW.VCPFINANCIAL.COM/. The firm advises individuals, businesses, and pension and profit-sharing plans. VCP Financial LLC manages approximately $114,669,225 in assets. Their advisory services include financial planning, pension consulting, and selection of other advisors.
VCP Financial LLC

2535 VICTORY BOULEVARD

STATEN ISLAND, NY 10314

$114.67M

Assets Under Management

Not reported

Total Clients

4

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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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.

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consulting

Consulting

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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Danny Spiegel’s Registration & Firm History

NY

11/02/2023 - Present

VCP Financial LLC (STATEN ISLAND NY)

NY

02/22/2012 - 12/31/2017

SA STONE WEALTH MANAGEMENT INC. (NEW YORK NY)

NY

12/24/2009 - 03/07/2012

SYNERGY INVESTMENT GROUP, LLC (NEW YORK NY)

NY

11/24/2006 - 12/23/2009

REUVEN ENTERPRISES SECURITIES DIVISION, LLC (NEW YORK NY)

NY

08/24/2004 - 09/29/2006

MEYERS ASSOCIATES, L.P. (NEW YORK NY)

TX

03/04/2004 - 08/24/2004

SALOMON GREY FINANCIAL CORPORATION (DALLAS TX)

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Licenses & Designations

IA

Issued 11/05/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/26/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/03/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Danny Zvi Spiegel. Review regulatory record here.
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