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Daniel A D'ordine

DDO ADVISORY SERVICES, LLC·RHINEBECK, New York
Unclaimed Profile
6369 MILL STREET, RHINEBECK, NY 12572CRD# 4481632Firm CRD# 154944
01

About

Daniel A D'ordine is a registered financial advisor based in RHINEBECK, New York, affiliated with DDO ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DDO ADVISORY SERVICES, LLC
DDO ADVISORY SERVICES, LLC
AUM
$35M
Regulatory assets under management
Employees
1
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4481632
Firm CRD# 154944
No disclosures on file
View on FINRA BrokerCheck →

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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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