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Daniel Charles Preston

HUDSON HERITAGE CAPITAL MANAGEMENT, INC.·CROTON-ON-HUDSON, New York
Clean recordHUDSON HERITAGE CAPITAL MANAGEMENT, INC.
20 BALTIC PLACE, CROTON-ON-HUDSON, NY 10520CRD# 1409173Firm CRD# 44357

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Charles Preston · CROTON-ON-HUDSON, NY
Registration
CRD #1409173 · HUDSON HERITAGE CAPITAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Charles Preston is a registered financial advisor based in CROTON-ON-HUDSON, New York, affiliated with HUDSON HERITAGE CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
HUDSON HERITAGE CAPITAL MANAGEMENT, INC.
HUDSON HERITAGE CAPITAL MANAGEMENT, INC.
AUM
$114M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at HUDSON HERITAGE CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1409173
Firm CRD# 44357
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Charles Preston offer?
Daniel Charles Preston specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CROTON-ON-HUDSON, New York for a consultation.
What are Daniel Charles Preston's credentials?
Daniel Charles Preston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Charles Preston located?
Daniel Charles Preston is based in CROTON-ON-HUDSON, New York, working with HUDSON HERITAGE CAPITAL MANAGEMENT, INC.. Their office serves clients in the CROTON-ON-HUDSON metropolitan area and surrounding communities.
How does Daniel Charles Preston charge for services?
Daniel Charles Preston'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 HUDSON HERITAGE CAPITAL MANAGEMENT, INC.?
HUDSON HERITAGE CAPITAL MANAGEMENT, INC. has approximately 13 employees and manages $114M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HUDSON HERITAGE CAPITAL MANAGEMENT, INC.

Dominick Thomas Scianandre
CROTON-ON-HUDSON, NY
Frederick William Peterson
CROTON-ON-HUDSON, NY

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