Rsd Advisors (CRD# 152447) is a financial advisory firm headquartered in , . They manage $20,373,442 in 42 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts42ACCOUNTS
Average Account Value$485,082
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CT, FL, NJ, NY
Richard Daskin (CRD# 1425254) is an Investment Advisor Representative working at Rsd Advisors in , and has over 11 years of experience in the finance industry. Richard Daskin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.