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Daniel Jay Seidman

SEIDMAN DANIEL JAY·VINEYARD HAVEN, Massachusetts
Clean recordSEIDMAN DANIEL JAY
23 MAYFLOWER LANE, VINEYARD HAVEN, MA 02568-6021CRD# 1390629Firm CRD# 106894

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Jay Seidman · VINEYARD HAVEN, MA
Registration
CRD #1390629 · SEIDMAN DANIEL JAY
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Jay Seidman is a registered financial advisor based in VINEYARD HAVEN, Massachusetts, affiliated with SEIDMAN DANIEL JAY. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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Firm Overview

Firm
SEIDMAN DANIEL JAY
SEIDMAN INVESTMENT PORTFOLIOS
AUM
$32M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SEIDMAN DANIEL JAY →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1390629
Firm CRD# 106894
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Jay Seidman offer?
Daniel Jay Seidman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VINEYARD HAVEN, Massachusetts for a consultation.
What are Daniel Jay Seidman's credentials?
Daniel Jay Seidman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Jay Seidman located?
Daniel Jay Seidman is based in VINEYARD HAVEN, Massachusetts, working with SEIDMAN DANIEL JAY. Their office serves clients in the VINEYARD HAVEN metropolitan area and surrounding communities.
How does Daniel Jay Seidman charge for services?
Daniel Jay Seidman's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SEIDMAN DANIEL JAY?
SEIDMAN DANIEL JAY has approximately 1 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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