Daniel Seidman, financial advisor Vineyard Haven MA

Daniel Seidman

CRD Number: 1390629
Current Firm: Seidman Investment Portfolios

Daniel Seidman (CRD# 1390629) is an Investment Advisor Representative working at Seidman Investment Portfolios in Vineyard Haven, MA and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Seidman Inv Portfolios Vineyard Haven, MA Sep 1988 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1985
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Daniel J. Seidman
Phone Number: 508 696-0330
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    41
    MILLIONS
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $329,048
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States

CA, MA

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