Dss Wealth Management, Inc.

Dss Wealth Management, Inc. (CRD# 314640) is a financial advisory firm headquartered in West Henrietta, NY. They manage $29,000,000 in 1 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
275 Wiregrass Parkway, West Henrietta, NY 14586
https://www.americafirst.fund
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $29,000,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, NY, TX

Financial Advisors at Dss Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Daniel Lew, financial advisor Darien CT
Daniel Lew
CRD#: 2152852
Darien, CT

Daniel Lew (CRD# 2152852) is an Investment Advisor Representative working at Dss Wealth Management, Inc. in Darien, CT and has over 31 years of experience in the finance industry.

2
James Monaghan, financial advisor Darien CT
James P. Monaghan
CRD#: 1854619
30 Old Kings Highway South, Darien, CT 06820

James Monaghan (CRD# 1854619) is an Investment Advisor Representative working at Dss Wealth Management, Inc. in Darien, CT and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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