Richard Daskin, financial advisor

Richard Daskin

CRD Number: 1425254
Current Firm: Rsd Advisors

Richard Daskin (CRD# 1425254) is an Investment Advisor Representative working at Rsd Advisors in , and has over 19 years of experience in the finance industry. Richard Daskin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Rsd Advisors New York, NY Jan 2010 - Current 14
Harvest Investments New York, NY Nov 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2004
S65 NASAA Investment Advisors Law Examination Dec 2009
Contact Info for Richard S. Daskin
Phone Number: 347-689-2237
Registered State(s):
  • FL
Current Firm Details
Rsd Advisors
Firm's CRD Number: 152447
By the Numbers
  • Total Assets Under Management
    44
    MILLIONS
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $709,545
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, NY

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