Durraj Tase, financial advisor Lakewood Ranch FL

Durraj Tase

CRD Number: 4383850
Current Firm: Dt Investments I LLC

Durraj Tase (CRD# 4383850) is an Investment Advisor Representative working at Dt Investments I LLC in Lakewood Ranch, FL and has over 22 years of experience in the finance industry.

Similar Advisors
Angela Wentz, financial advisor Lakewood Ranch FL
Angela Wentz
CRD# 6120456
Sage Wealth Consulting, LLC
Similar Advisors
Peter Abbott, financial advisor Lakewood Ranch FL
Peter J. Abbott
CRD# 5983189
Edward Jones
Similar Advisors
Jonathan Abbuehl, financial advisor Lakewood Ranch FL
Jonathan D. Abbuehl
CRD# 6312608
Advice And Planning Services
Company Name Location Dates Years
Dt Investments I LLC Lakewood Ranch, FL Jun 2013 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2001
S65 NASAA Investment Advisors Law Examination Aug 2022
Contact Info for Durraj Tase
Phone Number: 201-320-6593
Registered State(s):
  • CA
  • FL
  • NJ
Current Firm Details
Dt Investments I LLC
Firm's CRD Number: 168117
By the Numbers
  • Total Assets Under Management
    32
    MILLIONS
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $1,177,778
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, FL, NJ

Ready to hire a financial advisor? Get competitive proposals from Durraj Tase and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.