Unclaimed Profile

Donald James Dady

PROTECTIVE WEALTH MANAGEMENT, LLC·SCOTTSDALE, Arizona

Clean 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

Disclosure history

Clean record · no disclosure events on file

About

Donald James Dady is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with PROTECTIVE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PROTECTIVE WEALTH MANAGEMENT, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at PROTECTIVE WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 2081307

Firm CRD# 165387

View on FINRA BrokerCheck →

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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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