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Andrew (nmn) Dakos

RYAN HERITAGE, LLP·SADDLE BROOK, New Jersey
Series 65Clean record21 years registeredRYAN HERITAGE, LLP
PARK 80 WEST - PLAZA TWO, SADDLE BROOK, NJ 07663CRD# 4881082Firm CRD# 317097

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew (nmn) Dakos · SADDLE BROOK, NJ
Registration
CRD #4881082 · RYAN HERITAGE, LLP · 21 years registered
Brand Profile
Not yet started
01

Career History

BULLDOG INVESTORS, LLP
May 2018 – present
BULLDOG INVESTORS, LLC
Jul 2013 – Dec 2017
SADDLE BROOK, NJ
ELMHURST CAPITAL, INC.
Jan 2005 – Dec 2006
MONTVILLE, NJ
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 28, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RYAN HERITAGE, LLP
CRD 317097 · SEC 801-122617
AUM
$17M
Regulatory assets under management
Employees
7
1 client accounts
Services offered by RYAN HERITAGE, LLP
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
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Introduction

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05

Frequently Asked Questions

What services does Andrew (nmn) Dakos offer?
Andrew (nmn) Dakos specializes in Investment Management, Fee-Only Advisory. Contact their office in SADDLE BROOK, New Jersey for a consultation.
What are Andrew (nmn) Dakos's credentials?
Andrew (nmn) Dakos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew (nmn) Dakos located?
Andrew (nmn) Dakos is based in SADDLE BROOK, New Jersey, working with RYAN HERITAGE, LLP. Their office serves clients in the SADDLE BROOK metropolitan area and surrounding communities.
How does Andrew (nmn) Dakos charge for services?
Andrew (nmn) Dakos'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 RYAN HERITAGE, LLP?
RYAN HERITAGE, LLP has approximately 7 employees and manages $17M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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SADDLE BROOK, NJ

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