Ned Davis Research, Inc.

Ned Davis Research, Inc. (CRD# 112260) is a financial advisory firm headquartered in Venice, FL. They serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Market timing services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, MA, NY, TX

Financial Advisors at Ned Davis Research, Inc.
Showing 1 - 10 of 30 top financial advisors.
1
Matt T. Bauer
CRD#: 4034503
600 Bird Bay Drive, West, Venice, FL 34285
96
Wealthminder
score

Matt Bauer (CRD# 4034503) is an Investment Advisor Representative working at Ned Davis Research, Inc. in Venice, FL and has over 18 years of experience in the finance industry.

2
Wenjia Liu
CRD#: 6057806
600 Bird Bay Drive, West, Venice, FL 34285
96
Wealthminder
score

Wenjia Liu (CRD# 6057806) is an Investment Advisor Representative working at Ned Davis Research, Inc. in Venice, FL and has over 5 years of experience in the finance industry.

3
Amy C. Lubas
CRD#: 2826866
600 Bird Bay Drive, West, Venice, FL 34285
96
Wealthminder
score

Amy Lubas (CRD# 2826866) is an Investment Advisor Representative working at Ned Davis Research, Inc. in Venice, FL and has over 20 years of experience in the finance industry.

4
John N. Lyon
CRD#: 6132822
600 Bird Bay Drive, West, Venice, FL 34285
96
Wealthminder
score

John Lyon (CRD# 6132822) is an Investment Advisor Representative working at Ned Davis Research, Inc. in Venice, FL and has over 6 years of experience in the finance industry.

5
Lisa M. Michalski
CRD#: 6090625
600 Bird Bay Drive, West, Venice, FL 34285
96
Wealthminder
score

Lisa Michalski (CRD# 6090625) is an Investment Advisor Representative working at Ned Davis Research, Inc. in Venice, FL and has over 5 years of experience in the finance industry.

6
Luc Aubin
CRD#: 6057884
San Diego, CA
93
Wealthminder
score

Luc Aubin (CRD# 6057884) is an Investment Advisor Representative working at Ned Davis Research, Inc. in San Diego, CA and has over 5 years of experience in the finance industry.

7
Daniel R. Dortona
CRD#: 6033296
50 Federal Street, 2nd Floor, Boston, MA 02110
93
Wealthminder
score

Daniel Dortona (CRD# 6033296) is an Investment Advisor Representative working at Ned Davis Research, Inc. in Boston, MA and has over 5 years of experience in the finance industry.

8
Ulrico J. Font
CRD#: 6034535
600 Bird Bay Drive, West, Venice, FL 34285
93
Wealthminder
score

Ulrico Font (CRD# 6034535) is an Investment Advisor Representative working at Ned Davis Research, Inc. in Venice, FL and has over 5 years of experience in the finance industry.

9
William C. Geisdorf
CRD#: 6032348
600 Bird Bay Drive, West, Venice, FL 34285
93
Wealthminder
score

William Geisdorf (CRD# 6032348) is an Investment Advisor Representative working at Ned Davis Research, Inc. in Venice, FL and has over 5 years of experience in the finance industry.

10
Alejandra T. Grindal
CRD#: 6033112
600 Bird Bay Drive, West, Venice, FL 34285
93
Wealthminder
score

Alejandra Grindal (CRD# 6033112) is an Investment Advisor Representative working at Ned Davis Research, Inc. in Venice, FL and has over 5 years of experience in the finance industry.

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