DS
Daniel Suissa
RDJ FINANCIAL
ROCKVILLE, MD 20850
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CRD#: 2327736
DS
Professional summary
Daniel Suissa is a registered financial advisor currently at RDJ FINANCIAL, LLC located in Rockville, Maryland.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Daniel has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Suissa's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 5, 2002 - Present
RDJ FINANCIAL, LLC
Office #1: 1390 Piccard Drive Suite 325, Rockville, MD 20850RIA
CRD#: 120665
ROCKVILLE, MD
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
District of Columbia(3/19/2003)
IAR
Maryland(8/5/2002)
Current Firm
RF
RDJ FINANCIAL, LLC
RDJ FINANCIAL, LLC
CRD#: 120665 / SEC#:
District of Columbia
Registered Investment Advisory firm - (3/19/2003 Approved)Maryland
Registered Investment Advisory firm - (8/5/2002 Approved)Virginia
Registered Investment Advisory firm - (12/6/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1390 Piccard Drive Suite 325, Rockville, MD 20850
Mailing Address
Phone number
(240) 499-3600
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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