Danny Dadamo, financial advisor Harrison NY

Danny Dadamo

CRD Number: 3159592
Current Firm: Avantax Advisory Services

Danny Dadamo (CRD# 3159592) is an Investment Advisor Representative working at Avantax Advisory Services in Harrison, NY and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Usl Harrison, NY Jan 2013 - Current 11
Ameritas Harrison, NY Jan 2013 - Current 11
Cfg Harrison, NY Jan 2013 - Current 11
Grayrock Associates, LLC Harrison, NY May 2011 - Current 13
Grayrock Associates, LLC Harrison, NY May 2011 - Current 13
Grayrock Associates, LLC Harrison, NY May 2011 - Current 13
American General Harrison, NY Jan 2011 - Current 13
Avantax Advisory Services Harrison, NY Jun 2005 - Current 18
Avantax Insurance Agency, LLC Harrison, NY Aug 1999 - Current 24
Avantax Investment Services, Inc. Harrison, NY Feb 1999 - Current 25
Danny D`adamo, Cpa Harrison, NY Jan 1996 - Current 28
Danny D'adamo Cpa Harrison, NY Jan 1996 - Current 28
Danny D'adamo Cpa Harrison, NY Jan 1996 - Current 28
Danny D'adamo Cpa Harrison, NY Jan 1996 - Current 28
Aviva Harrison, NY Jan 2013 - Aug 2021 8
Presidentail Life Harrison, NY Jul 2008 - Aug 2021 13
American National Life Harrison, NY Oct 2015 - Apr 2019 3
American National Galveston, TX Sep 2015 - Apr 2019 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
Contact Info for Danny Dadamo
Phone Number: 972-870-6000
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    41,696
    MILLIONS
  • Total Number of Accounts
    131,534
    ACCOUNTS
  • Average Account Value
    $316,996
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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