GD
George N. Dagnino
PETER DAG & ASSOCIATES
AKRON, OH
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CRD#: 4538069
GD
Professional summary
George Na Dagnino is a registered financial advisor currently at PETER DAG & ASSOCIATES, INC. located in Akron, Ohio.
George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. George has worked at 1 firm .
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 George Na Dagnino'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 9, 1999 - Present
PETER DAG & ASSOCIATES, INC.
RIA
CRD#: 119762
AKRON, OH
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
Ohio(8/9/1999)
Exams
Current Firm
PD
PETER DAG & ASSOCIATES, INC.
PETER DAG & ASSOCIATES, INC.
CRD#: 119762 / SEC#: 801-64142
RIA
Registered Investment Advisory firm - (5/19/2009 Terminated)Ohio
Registered Investment Advisory firm - (3/23/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Akron, OH
Mailing Address
Phone number
(330) 644-2782
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 1,500,000 |
Red Flags
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