NED DAVIS RESEARCH, INC.

SARASOTA, Florida·8 registered advisors·CRD# 112260
SEC# 801-602412941-412-2300
01

Firm Overview

AUM
$249K
Regulatory assets under management
Employees
70
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Publication of periodicals/newsletters
Market timing services
Educational seminars/workshops
Other advisory services
Charitable organization or education services
Other
Compensation
Hourly charges
Fixed fees
Subscription fees
Other: NDR RECEIVES BPS ON OTHER IA'S AUM USING NDR MODELS
03

Specialties

Financial Education
04

Advisors at NED DAVIS RESEARCH, INC.

8 registered advisors
Brian Thomas Sanborn
SARASOTA, Florida
Frances Langton Cashman
NOKOMIS, Florida
Joseph Fredrick Kalish
VENICE, Florida
Lance Jay Stonecypher
VENICE, Florida
Lawrence Seth Winer
VENICE, Florida
Paul Michael Jakubowicz
SARASOTA, Florida
Robert Clifton Schuster
VENICE, Florida
CFA
Timothy Wheelock Hayes
VENICE, Florida
05

Office Locations

VENICE, Florida
5 advisors
SARASOTA, Florida
2 advisors
NOKOMIS, Florida
1 advisor

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Data sourced from SEC Form ADV filings. NED DAVIS RESEARCH, INC. (CRD# 112260) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.