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Jeffrey Robert Herold

NED DAVIS RESEARCH, INC.·SARASOTA, Florida
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3665 BEE RIDGE ROAD, SARASOTA, FL 34233CRD# 7847224Firm CRD# 112260
01

About

Jeffrey Robert Herold is a registered financial advisor based in SARASOTA, Florida, affiliated with NED DAVIS RESEARCH, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Education
Client Types
Nonprofits & Foundations
03

Firm Overview

Firm
NED DAVIS RESEARCH, INC.
NED DAVIS RESEARCH, INC.
AUM
$249K
Regulatory assets under management
Employees
70
Total firm employees
View all advisors at NED DAVIS RESEARCH, INC. →
Services
Publication of periodicals/newsletters
Market timing services
Educational seminars/workshops
Other advisory services
Charitable organization or education services
Other
04

Background

Compensation
Hourly charges
Fixed fees
Subscription fees
Other: NDR RECEIVES BPS ON OTHER IA'S AUM USING NDR MODELS
Regulatory
SEC/IARD CRD# 7847224
Firm CRD# 112260
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Robert Herold offer?
Jeffrey Robert Herold specializes in Financial Education. Contact their office in SARASOTA, Florida for a consultation.
What are Jeffrey Robert Herold's credentials?
Jeffrey Robert Herold is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Robert Herold located?
Jeffrey Robert Herold is based in SARASOTA, Florida, working with NED DAVIS RESEARCH, INC.. Their office serves clients in the SARASOTA metropolitan area and surrounding communities.
How does Jeffrey Robert Herold charge for services?
Jeffrey Robert Herold's firm is compensated through hourly charges, fixed fees, subscription fees, other: ndr receives bps on other ia's aum using ndr models. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NED DAVIS RESEARCH, INC.?
NED DAVIS RESEARCH, INC. has approximately 70 employees and manages $249K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
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City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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