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Christopher Scott O'grady

DAKOTA INVESTMENTS, LLC·BRYN MAWR, Pennsylvania
Clean recordDAKOTA INVESTMENTS, LLC
925 W. LANCASTER AVENUE, BRYN MAWR, PA 19010CRD# 2103445Firm CRD# 290284

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Scott O'grady · BRYN MAWR, PA
Registration
CRD #2103445 · DAKOTA INVESTMENTS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Christopher Scott O'grady is a registered financial advisor based in BRYN MAWR, Pennsylvania, affiliated with DAKOTA INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
DAKOTA INVESTMENTS, LLC
DAKOTA INVESTMENTS, LLC
AUM
$51M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at DAKOTA INVESTMENTS, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2103445
Firm CRD# 290284
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christopher Scott O'grady offer?
Christopher Scott O'grady specializes in Investment Management, Fee-Only Advisory. Contact their office in BRYN MAWR, Pennsylvania for a consultation.
What are Christopher Scott O'grady's credentials?
Christopher Scott O'grady is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Scott O'grady located?
Christopher Scott O'grady is based in BRYN MAWR, Pennsylvania, working with DAKOTA INVESTMENTS, LLC. Their office serves clients in the BRYN MAWR metropolitan area and surrounding communities.
How does Christopher Scott O'grady charge for services?
Christopher Scott O'grady'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 DAKOTA INVESTMENTS, LLC?
DAKOTA INVESTMENTS, LLC has approximately 6 employees and manages $51M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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