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DIRECT ADVISORS, LLC
DIRECT ADVISORS, LLC
LATHAM, New York
·
2 registered advisors
·
CRD# 141515
SEC# 801-67248
0
518-362-2119
01
Firm Overview
AUM
$618M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
Other: BASE FEE OR MINIMUM FEE
03
Advisors at DIRECT ADVISORS, LLC
2 registered advisors
Jeffrey Scott Bennett
LATHAM, New York
CRD# 2101185
Thomas Michael Santabarbara
LATHAM, New York
CRD# 1059895
05
Office Locations
LATHAM, New York
2 advisors
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Data sourced from SEC Form ADV filings. DIRECT ADVISORS, LLC (CRD# 141515) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.