Investment adviser representative · Advisors Capital Management, LLC
Daniel S. Lancaster
CRD 6108780 · Little Elm, TX
At a glance
Daniel S. Lancaster is an investment adviser representative with Advisors Capital Management, LLC in Little Elm, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Daniel’s SEC record dates to 2014, about 12 years ago. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firms
- Advisors Capital Management, LLCSince April 2026Little Elm, TX · $12B in regulatory assets
- The Wealth ExpeditionSince June 2025Little Elm, TX · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Daniel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.