DH
Daniel R. Hodo
RUSSELL INVESTMENTS
ISSAQUAH, WA
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CRD#: 3261214
DH
Professional summary
Daniel Ray Hodo is a registered financial advisor currently at RUSSELL INVESTMENTS located in Issaquah, Washington and RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC located in Seattle, Washington.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Daniel has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
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.
I OWN A RENTAL HOUSE THROUGH AN LLC THAT I CREATED CALLED DNJ PROPERTIES. THE ADDRESS OF THAT RENTAL HOUSE IS 7409 176TH PLACE E, PUYALLUP, WA 98375. THE PURPOSE OF THE BUSINESS IS INVESTMENT RELATED. I AM THE OWNER AND PRESIDENT OF THE LLC AND BUSINESS. THE LLC WAS FORMED ON 3/13/14 AND WE ARE PURCHASING THE HOUSE IN MID-APRIL OF 2014. I HAVE HIRED A PROPERTY MANAGER TO ASSIST WITH THE OPERATIONS OF THE RENTAL, SO I DON'T ANTICIPATE SPENDING MORE THAN 1 HOUR PER MONTH ON THE BUSINESS. THIS BUSINESS WILL NOT REQUIRE ANY WORK FROM ME DURING SECURITIES TRADING HOURS. WITH THE PROPERTY MANAGER HANDLING THE RENTAL DUTIES, MY ROLE IS TO SIMPLY STAY UP-TO-DATE WITH THE PROPERTY MANAGER ON THE STATUS OF OUR RENTERS AND APPROVE ANY POTENTIAL REPAIRS.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Ray Hodo'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
December 11, 2007 - Present
RUSSELL INVESTMENTS
RIA
CRD#: 105734
ISSAQUAH, WA
Current
October 4, 2001 - Present
RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC
Office #1: 401 Union St 18th Floor, Seattle, WA, 98101Office #2: 401 Union St 18th Floor, Seattle, WA 98101BD
CRD#: 21771
SEATTLE, WA
Past
January 31, 2000 - September 6, 2000
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
CONSHOHOCKEN, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RI
RUSSELL INVESTMENTS
FRANK RUSSELL INVESTMENT MANAGEMENT COMPANY | RUSSELL INVESTMENTS | RUSSELL INVESTMENT MANAGEMENT, LLC | RUSSELL INVESTMENT MANAGEMENT COMPANY | RUSSELL INVESTMENT GROUP
CRD#: 105734 / SEC#: 801-17141
RIA
Registered Investment Advisory firm - (5/21/1982 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(10/3/2025)
RR
Idaho(1/2/2023)
RR
Montana(12/21/2020)
RR
Oregon(12/23/2008)
IAR
Washington(12/11/2007)
RR
Washington(1/2/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
RI
RUSSELL INVESTMENTS
FRANK RUSSELL INVESTMENT MANAGEMENT COMPANY | RUSSELL INVESTMENTS | RUSSELL INVESTMENT MANAGEMENT, LLC | RUSSELL INVESTMENT MANAGEMENT COMPANY | RUSSELL INVESTMENT GROUP
CRD#: 105734 / SEC#: 801-17141
RIA
Registered Investment Advisory firm - (5/21/1982 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1301 Second Avenue 18th Floor, Seattle, WA 98101
Mailing Address
Phone number
(206) 505-7877
Established
Firm type
Fiscal year end
# of Employees
589
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 69,312 |
| AUM (Assets Under Management) | $ 62,376,876,918 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
