Ned Davis Research, Inc.

Ned Davis Research, Inc. (CRD# 112260) is a financial advisory firm headquartered in Sarasota, FL. They manage $202,484 in 1 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $202,484
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
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NY, TX

Financial Advisors at Ned Davis Research, Inc.
Showing 1 - 10 of 15 top financial advisors.
1
Matt T. Bauer
CRD#: 4034503
3665 Bee Ridge Road, Suite 306, Sarasota, FL 34233

Matt Bauer (CRD# 4034503) is an Investment Advisor Representative working at Ned Davis Research, Inc. in Sarasota, FL and has over 24 years of experience in the finance industry.

2
Edward M. Clissold
CRD#: 4017098
3665 Bee Ridge Road, Suite 306, Sarasota, FL 34233

Edward Clissold (CRD# 4017098) is an Investment Advisor Representative working at Ned Davis Research, Inc. in Sarasota, FL and has 1 year of experience in the finance industry.

3
Veneta K. Dimitrova
CRD#: 6061399
3665 Bee Ridge Road, Suite 306, Sarasota, FL 34233

Veneta Dimitrova (CRD# 6061399) is an Investment Advisor Representative working at Ned Davis Research, Inc. in Sarasota, FL and has over 10 years of experience in the finance industry.

4
Ulrico J. Font
CRD#: 6034535
3665 Bee Ridge Road, Suite 306, Sarasota, FL 34233

Ulrico Font (CRD# 6034535) is an Investment Advisor Representative working at Ned Davis Research, Inc. in Sarasota, FL and has over 11 years of experience in the finance industry.

5
Alejandra T. Grindal
CRD#: 6033112
3665 Bee Ridge Road, Suite 306, Sarasota, FL 34233

Alejandra Grindal (CRD# 6033112) is an Investment Advisor Representative working at Ned Davis Research, Inc. in Sarasota, FL and has over 11 years of experience in the finance industry.

6
Timothy W. Hayes
CRD#: 5124342
3665 Bee Ridge Road, Suite 306, Sarasota, FL 34233

Timothy Hayes (CRD# 5124342) is an Investment Advisor Representative working at Ned Davis Research, Inc. in Sarasota, FL and has over 11 years of experience in the finance industry.

7
Paul M. Jakubowicz
CRD#: 6024566
3665 Bee Ridge Road, Suite 306, Sarasota, FL 34233

Paul Jakubowicz (CRD# 6024566) is an Investment Advisor Representative working at Ned Davis Research, Inc. in Sarasota, FL and has 1 year of experience in the finance industry.

8
Richard D. Johnson
CRD#: 3084370
3665 Bee Ridge Road, Suite 306, Sarasota, FL 34233

Richard Johnson (CRD# 3084370) is an Investment Advisor Representative working at Ned Davis Research, Inc. in Sarasota, FL and has over 25 years of experience in the finance industry.

9
Joseph F. Kalish
CRD#: 5124348
3665 Bee Ridge Road, Suite 306, Sarasota, FL 34233

Joseph Kalish (CRD# 5124348) is an Investment Advisor Representative working at Ned Davis Research, Inc. in Sarasota, FL and has over 11 years of experience in the finance industry.

10
Amy C. Lubas
CRD#: 2826866
3665 Bee Ridge Road, Suite 306, Sarasota, FL 34233

Amy Lubas (CRD# 2826866) is an Investment Advisor Representative working at Ned Davis Research, Inc. in Sarasota, FL and has over 26 years of experience in the finance industry.

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