John Dame, financial advisor Washington Dc DC

John Dame

CRD Number: 7797829
Current Firm: Rothschild Capital Partners

John Dame (CRD# 7797829) is an Investment Advisor Representative working at Rothschild Capital Partners in Washington Dc, DC and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Rothschild Capital Partners New York, NY Apr 2023 - Current 1
Feldman Jackson Pc Bethesda, MD Sep 2018 - Mar 2023 4
Montgomery County Circuit Court Rockville, MD Aug 2017 - Aug 2018 1
N/a Washington Dc, DC May 2017 - Aug 2017 < 1
Georgetown University Law Center Washington Dc, DC Aug 2015 - May 2017 1
Harvard Legal Aid Bureau Boston, MA May 2016 - Aug 2016 < 1
American Association Of Justice Washington Dc, DC Jan 2016 - May 2016 < 1
Indianapolis Colts Indianapolis, IN May 2015 - Aug 2015 < 1
University Of Miami School Of Law Coral Gables, FL Aug 2014 - May 2015 < 1
N/a Medford, MA May 2014 - Aug 2014 < 1
Tufts University Medford, MA Aug 2010 - May 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2024
Contact Info for John S. Dame
Phone Number: 212-931-5303
Firm Website: https://www.rothcap.com
Registered State(s):
  • IL
  • MD
  • NY
By the Numbers
  • Total Assets Under Management
    351
    MILLIONS
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $5,091,235
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

IL, MD, NY

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