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Daniel A D'ordine

DDO ADVISORY SERVICES, LLC·RHINEBECK, New York
Series 7, Series 66Clean record22 years registeredDDO ADVISORY SERVICES, LLC
6369 MILL STREET, RHINEBECK, NY 12572CRD# 4481632Firm CRD# 154944

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel A D'ordine · RHINEBECK, NY
Registration
CRD #4481632 · DDO ADVISORY SERVICES, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

DDO ADVISORY SERVICES, LLC
Nov 2010 – present
WALNUT STREET SECURITIES, INC.
Mar 2004 – Dec 2004
NEW YORK, NY
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · March 16, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DDO ADVISORY SERVICES, LLC
CRD 154944 · SEC 801-131196
AUM
$35M
Regulatory assets under management
Employees
1
44 client accounts
Services offered by DDO ADVISORY SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DDO ADVISORY SERVICES, LLC →
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05

Frequently Asked Questions

What services does Daniel A D'ordine offer?
Daniel A D'ordine specializes in Financial Planning, Investment Management. Contact their office in RHINEBECK, New York for a consultation.
What are Daniel A D'ordine's credentials?
Daniel A D'ordine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel A D'ordine located?
Daniel A D'ordine is based in RHINEBECK, New York, working with DDO ADVISORY SERVICES, LLC. Their office serves clients in the RHINEBECK metropolitan area and surrounding communities.
How does Daniel A D'ordine charge for services?
Daniel A D'ordine'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 DDO ADVISORY SERVICES, LLC?
DDO ADVISORY SERVICES, LLC has approximately 1 employees and manages $35M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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