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Donald James Dady

PROTECTIVE WEALTH MANAGEMENT, LLC·SCOTTSDALE, Arizona
Unclaimed Profile
14275 N. 87TH STREET, SCOTTSDALE, AZ 85260CRD# 2081307Firm CRD# 165387
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PROTECTIVE WEALTH MANAGEMENT, LLC
PROTECTIVE WEALTH MANAGEMENT, LLC
AUM
—
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PROTECTIVE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2081307
Firm CRD# 165387
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Arizona
PHOENIX (224)TUCSON (124)MESA (41)CHANDLER (24)TEMPE (24)
City Guides
PHOENIX GuideTUCSON GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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