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Thomas Jude Dauria

TANDEM INVESTMENT PARTNERS, LLC·BORDENTOWN, New Jersey
Series 7Clean record15 years registeredTANDEM INVESTMENT PARTNERS, LLC
3 THIRD STREET, BORDENTOWN, NJ 08505CRD# 2835589Firm CRD# 172309

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Jude Dauria · BORDENTOWN, NJ
Registration
CRD #2835589 · TANDEM INVESTMENT PARTNERS, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

TANDEM INVESTMENT PARTNERS, LLC
Jul 2014 – present
TANDEM WEALTH ADVISORS
Jun 2011 – Sep 2014
PHOENIX, AZ
02

Registrations & Exams

FINRA examinations passed
Series 7
Registration record
First registered · June 14, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TANDEM INVESTMENT PARTNERS, LLC
CRD 172309 · SEC 801-121703
AUM
$159M
Regulatory assets under management
Employees
3
423 client accounts
Services offered by TANDEM INVESTMENT PARTNERS, LLC
Per Form ADV
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at TANDEM INVESTMENT PARTNERS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Thomas Jude Dauria offer?
Thomas Jude Dauria specializes in Investment Management, Fee-Only Advisory. Contact their office in BORDENTOWN, New Jersey for a consultation.
What are Thomas Jude Dauria's credentials?
Thomas Jude Dauria is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Jude Dauria located?
Thomas Jude Dauria is based in BORDENTOWN, New Jersey, working with TANDEM INVESTMENT PARTNERS, LLC. Their office serves clients in the BORDENTOWN metropolitan area and surrounding communities.
How does Thomas Jude Dauria charge for services?
Thomas Jude Dauria's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TANDEM INVESTMENT PARTNERS, LLC?
TANDEM INVESTMENT PARTNERS, LLC has approximately 3 employees and manages $159M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TANDEM INVESTMENT PARTNERS, LLC

Caleb Wayne Lennon
BORDENTOWN, NJ
Fredric Porter Lutcher
PRINCETON, NJ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
JERSEY CITY (80)SUMMIT (74)PRINCETON (68)RED BANK (66)NEWARK (57)MORRISTOWN (55)PARSIPPANY (50)CHATHAM (31)WEEHAWKEN (26)WESTWOOD (25)
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JERSEY CITY GuideSUMMIT GuidePRINCETON GuideRED BANK GuideNEWARK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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