Daniel Sloppy has been an investment adviser representative at SKM Wealth Advisors since January 2025, and is not listed among the firm’s executive officers or direct owners. Daniel Sloppy holds a B.S. in Accounting from Edinboro University and an MBA in Penn State Erie from The Behrend College.
SKM Wealth Advisors LLC is an Erie, PA firm with $107M under management, 97 clients and 9 advisers in one office, as of its May 2026 filing.
Daniel Sloppy is a Partner of One-Up Financial. During his early years with Schaffner, Knight, Minnaugh & Company, P.C., he concentrated on tax compliance and tax consulting, and later shifted to business valuation and litigation support services. He has been a financial neutral for the Collaborative Professionals of Northwest Pennsylvania (CPNWPA) and serves as its Treasurer.
Professional designations
Listed by SKM Wealth Advisors
- Certified Public Accountant (CPA)
- Accredited in Business Valuation (ABV)
- Certified in Financial Forensics (CFF)
- Certified Valuation Analyst (CVA)
- Certified Fraud Examiner (CFE)
Investment adviser representative registrations
Daniel Sloppy is registered as an investment adviser representative in Pennsylvania, since January 2025.
- PennsylvaniaSince 22 January 2025
Examinations
No examinations are on Daniel Sloppy’s record.
- Full name
- Daniel Edward Sloppy
- CRD
- 8010103
- Firm
- SKM Wealth Advisors · CRD 333778
- Office
- 1545 WEST 38TH STREET, Erie, PA 16508
- Registration
- Investment adviser registration
- In the industry since
- January 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- oneupfinancial.com
Where does Daniel Sloppy work?
Daniel Sloppy is an investment adviser representative registered through SKM Wealth Advisors LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Sloppy a financial advisor?
Yes. Daniel Sloppy has a current investment-adviser registration in Pennsylvania, through SKM Wealth Advisors since January 2025.
How many years of experience does Daniel Sloppy have?
Daniel Sloppy has 1 year in the financial industry, since January 2025, across 1 adviser firm.
Where is Daniel Sloppy based?
Daniel Sloppy’s registered office is in Erie, PA.
Is Daniel Sloppy registered with FINRA?
No. Daniel Sloppy has no current broker registration.
How can I verify Daniel Sloppy’s record?
Search CRD 8010103 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Sloppy’s full registration record.
