Daniel T. Didomenico

DAKOTA INVESTMENTS

Bryn Mawr, PA 19010

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CRD#: 5051063

Professional summary

Daniel Thomas Didomenico, who also goes by Daniel Didomenico, is a registered financial advisor currently at DAKOTA INVESTMENTS, LLC located in Bryn Mawr, Pennsylvania and VIGILANT DISTRIBUTORS, LLC located in Bryn Mawr, Pennsylvania.

Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Daniel has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Didomenico

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.

DakotaOne, Investment related, Bryn Village, Ste 220, Bryn Mawr, PA, growth platform for active investment managers, consultant, less than 10 hours per month, October 1, 2017. Dakota Insights Conference Series investment related, devoted to insights on how professional investors are currently thinking. Less than one hour per trading day. 6/1/2018 Dakota Funds Group. Title: Partner. Wholesaler, 150 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Thomas Didomenico'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®

None

Experience

Current

January 26, 2018 - Present

DAKOTA INVESTMENTS, LLC

Office #1: 925 W. Lancaster Avenue Suite 220, Bryn Mawr, PA 19010

RIA

CRD#: 290284

Bryn Mawr, PA

Current

September 14, 2018 - Present

VIGILANT DISTRIBUTORS, LLC

Office #1: 925 W. Lancaster Ave. Suite 220, Bryn Mawr, PA 19010

CRD#: 285573

Bryn Mawr, PA

Past

July 16, 2012 - September 14, 2018

GRANDFUND INVESTMENT GROUP, LLC

CRD#: 143253

Bryn Mawr, PA

Past

June 7, 2010 - January 28, 2011

GLOBAL ATLANTIC DISTRIBUTORS, LLC

CRD#: 8326

WAYNE, PA

Past

November 10, 2005 - April 30, 2008

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, 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".

DAKOTA INVESTMENTS, LLC

DAKOTA INVESTMENTS, LLC | MARMONT PARTNERS, LLC

CRD#: 290284 / SEC#: 801-112120

RIA

Registered Investment Advisory firm - (12/6/2017 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.

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

Colorado
(11/21/2018)

Connecticut
(10/25/2018)

District of Columbia
(10/31/2018)

Florida
(12/7/2018)

Idaho
(9/14/2018)

Maine
(12/17/2018)

Maryland
(12/11/2018)

Ohio
(10/15/2018)

IAR

Pennsylvania
(1/26/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/26/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/21/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/5/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/9/2005

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

DAKOTA INVESTMENTS, LLC

DAKOTA INVESTMENTS, LLC | MARMONT PARTNERS, LLC

CRD#: 290284 / SEC#: 801-112120

RIA

Registered Investment Advisory firm - (12/6/2017 Approved)

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Contact information

Main Address

925 W. Lancaster Avenue Suite 220, Bryn Mawr, PA 19010

Mailing Address

Phone number

(610) 937-5211

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 58,181,442

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Daniel T. Didomenico

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Thomas Didomenico's CRS (Customer Relationship Summary).

Certified licenses

Experience

VIGILANT DISTRIBUTORS, LLC

GRANDFUND INVESTMENT GROUP, LLC

GLOBAL ATLANTIC DISTRIBUTORS, LLC

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

DAKOTA INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/26/2018

Series 63

Date: 11/21/2005

Series 7TO

Date: 7/5/2019

SIE

Date: 10/1/2018

Series 6

Date: 11/9/2005

FINRA

Current Firm

DAKOTA INVESTMENTS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Regulatory assets under management

Red Flags

Company Information

DAKOTA INVESTMENTS, LLC

TRUST BUT VERIFY

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