MDIC INVESTMENT ADVISORY SERVICE, LLC

BRONXVILLE, New York·1 registered advisor·CRD# 126255
SEC# 801-74658914-793-4095
01

Firm Overview

AUM
$19M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MDIC INVESTMENT ADVISORY SERVICE, LLC

1 registered advisor
Daniel Stuart Macdonald
BRONXVILLE, New York
05

Office Locations

BRONXVILLE, New York
1 advisor

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Data sourced from SEC Form ADV filings. MDIC INVESTMENT ADVISORY SERVICE, LLC (CRD# 126255) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.