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Daniel Jay Seidman

SEIDMAN DANIEL JAY·VINEYARD HAVEN, Massachusetts
Series 4, Series 7, Series 24, Series 6314 years registeredSEIDMAN 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 · 14 years registered
Brand Profile
Not yet started
01

Career History

SEIDMAN INVESTMENT PORTFOLIOS
Jun 2012 – present
02

Registrations & Exams

FINRA examinations passed
Series 4
Series 7
Series 24
Series 63
Registration record
First registered · June 28, 2012
Years registered · 14
03

Disclosure History

2012Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
SEIDMAN DANIEL JAY
CRD 106894 · SEC 801-32954
AUM
$32M
Regulatory assets under management
Employees
1
105 client accounts
Services offered by SEIDMAN DANIEL JAY
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
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Introduction

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05

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 (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
City Guides
BOSTON GuideWELLESLEY GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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