Unclaimed Profile

Dan M Lindsey

ROBOTIC TRADING ADVISORS, LLC·SCOTTSDALE, Arizona

Clean recordROBOTIC TRADING ADVISORS, LLC

14362 N FRANK LLOYD WRIGHT BLVD, SCOTTSDALE, AZ 85260CRD# 860646Firm CRD# 168687

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dan M Lindsey · SCOTTSDALE, AZ

Registration

CRD #860646 · ROBOTIC TRADING ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Dan M Lindsey is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with ROBOTIC TRADING ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

ROBOTIC TRADING ADVISORS, LLC

AUM

$5M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ROBOTIC TRADING ADVISORS, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 860646

Firm CRD# 168687

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Frequently Asked Questions

What services does Dan M Lindsey offer?

Dan M Lindsey specializes in Investment Management, Wealth Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Dan M Lindsey's credentials?

Dan M Lindsey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dan M Lindsey located?

Dan M Lindsey is based in SCOTTSDALE, Arizona, working with ROBOTIC TRADING ADVISORS, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Dan M Lindsey charge for services?

Dan M Lindsey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROBOTIC TRADING ADVISORS, LLC?

ROBOTIC TRADING ADVISORS, LLC has approximately 2 employees and manages $5M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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