Unclaimed Profile

Daniel Mark Dubay

SIGNATUREFD, LLC·ATLANTA, Georgia

Series 7, Series 24, Series 28, Series 53, Series 63, Series 65Clean record18 years registeredSIGNATUREFD, LLC

1230 PEACHTREE STREET, NE, ATLANTA, GA 30309CRD# 1876135Firm CRD# 112758

Profile Verification

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

Identity

Daniel Mark Dubay · ATLANTA, GA

Registration

CRD #1876135 · SIGNATUREFD, LLC · 18 years registered

Brand Profile

Not yet started

Career History

SIGNATUREFD, LLC

Dec 2013 – present

PPA ADVISORY SERVICES, INC.

Oct 2007 – Aug 2013

ROSWELL, GA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 28

Series 53

Series 63

Series 65

Registration record

First registered · October 1, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SIGNATUREFD, LLC

CRD 112758 · SEC 801-60393

AUM

$7.2B

Regulatory assets under management

Employees

108

9,871 client accounts

Services offered by SIGNATUREFD, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at SIGNATUREFD, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Mark Dubay offer?

Daniel Mark Dubay specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Daniel Mark Dubay's credentials?

Daniel Mark Dubay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Mark Dubay located?

Daniel Mark Dubay is based in ATLANTA, Georgia, working with SIGNATUREFD, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Daniel Mark Dubay charge for services?

Daniel Mark Dubay'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 SIGNATUREFD, LLC?

SIGNATUREFD, LLC has approximately 108 employees and manages $7.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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