John Daddona, financial advisor Ridgefield CT
93 score

John Daddona

CRD Number: 2015886
Current Firm: Morgan Stanley

John Daddona (CRD# 2015886) is an Investment Advisor Representative working at Morgan Stanley in Ridgefield, CT and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Smith Barney Ridgefield, CT Oct 2011 - Current 5
Bank Of America, Na Waterbury, CT Dec 2009 - Oct 2011 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Waterbury, CT Oct 2009 - Oct 2011 2
Bank Of America Waterbury, CT Aug 2006 - Oct 2011 5
Banc Of America Investment Services, Inc. Waterbury, CT Aug 2006 - Oct 2011 5
Banc Of America Insurance Services, Inc. Waterbury, CT Aug 2006 - Oct 2011 5
Raymond James Financial Services, Inc. Middletown, CT Jan 1999 - Aug 2006 7
Liberty Bank Middletown, CT Feb 1993 - Aug 2006 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination Jan 2002
Contact Info for John T. Daddona
Phone Number: 914-225-5510
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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