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Daniel Scott Libstorff

Investment Adviser Representative at UNITED ADVISOR GROUP

Morrow, OHCRD #6347838Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Ohio
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/4/2015
SIE
Securities Industry Essentials Examination
Passed 7/9/2015
Series 7
General Securities Representative Examination
Passed 7/9/2014

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

United Advisor Group Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

UNITED ADVISOR GROUPCurrent
10/27/2023Morrow, OH
SUNSET WEALTH MANAGEMENT
6/10/20198/6/2024Morrow, OH
CAPITAL PORTFOLIO ADVISORS, INC.
12/23/201611/22/2019Centerville, OH
SUNSET WEALTH MANAGEMENT
8/11/201512/15/2016Maineville, OH
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)
3/5/20157/9/2015Mason, OH

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Scott Libstorff has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Daniel Scott Libstorff - Financial Advisor in Morrow, OH | AdvisorFinder