Dt Investment Advisors
Dt Investment Advisors (CRD# 175349) is a financial advisory firm headquartered in State College, PA. They manage $6,132,304 in 17 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts17ACCOUNTS
-
Average Account Value$360,724
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, PA
Financial Advisors at Dt Investment Advisors
1
David Dalzell (CRD# 2367306) is an Investment Advisor Representative working at Dt Investment Advisors in State College, PA and has over 6 years of experience in the finance industry.
2
Lance Meyerowich (CRD# 2571153) is an Investment Advisor Representative working at Dt Investment Advisors in New York, NY and has over 26 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.