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Donald James Dady

PROTECTIVE WEALTH MANAGEMENT, LLC·SCOTTSDALE, Arizona
SIE, Series 7, Series 7TO, Series 24, Series 63, Series 99TOClean recordPROTECTIVE WEALTH MANAGEMENT, LLC
14275 N. 87TH STREET, SCOTTSDALE, AZ 85260CRD# 2081307Firm CRD# 165387

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald James Dady · SCOTTSDALE, AZ
Registration
CRD #2081307 · PROTECTIVE WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 24
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PROTECTIVE WEALTH MANAGEMENT, LLC
CRD 165387 · SEC 801-78090
AUM
—
Regulatory assets under management
Employees
5
Total firm employees
Services offered by PROTECTIVE WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PROTECTIVE WEALTH MANAGEMENT, LLC →
Introduction

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Frequently Asked Questions

What services does Donald James Dady offer?
Donald James Dady specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Donald James Dady's credentials?
Donald James Dady is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald James Dady located?
Donald James Dady is based in SCOTTSDALE, Arizona, working with PROTECTIVE WEALTH MANAGEMENT, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Donald James Dady charge for services?
Donald James Dady's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROTECTIVE WEALTH MANAGEMENT, LLC?
PROTECTIVE WEALTH MANAGEMENT, LLC has approximately 5 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PROTECTIVE WEALTH MANAGEMENT, LLC

Christopher David Carnal
SCOTTSDALE, AZ
Dru C Ashcraft
SCOTTSDALE, AZ

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Research
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