Daniel Dortona, financial advisor Boston MA
90 score

Daniel Dortona

CRD Number: 6033296
Current Firm: Ned Davis Research Group

Daniel Dortona (CRD# 6033296) is an Investment Advisor Representative working at Ned Davis Research Group in Boston, MA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ned Davis Research, Inc. Boston, MA May 2012 - Current 4
Northwestern Mutual Boston, MA Oct 2011 - May 2012 < 1
Self Employed Boston, MA Jan 2009 - Oct 2011 2
Boston University Boston, MA Aug 2008 - Jan 2009 < 1
University Of Massachusetts Lowell, MA Dec 2004 - May 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2012
Contact Info for Daniel R. Dortona
Phone Number: 941-412-2300
Firm Website: http://www.ndr.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Market timing services
  • Other
Types of Clients
Registered States

CA, FL, GA, MA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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