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DD

Daniel T. Didomenico

DAKOTA INVESTMENTS
Bryn Mawr, PA 19010
Some features on this profile are disabled
CRD#: 5051063
DD

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.
The advisor shows no other business activity.

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
BD
CRD#: 285573
Bryn Mawr, PA
Past

July 16, 2012 - September 14, 2018

GRANDFUND INVESTMENT GROUP, LLC

BD
CRD#: 143253
Bryn Mawr, PA
Past

June 7, 2010 - January 28, 2011

GLOBAL ATLANTIC DISTRIBUTORS, LLC

BD
CRD#: 8326
WAYNE, PA
Past

November 10, 2005 - April 30, 2008

VANGUARD MARKETING CORPORATION

BD
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".
DI
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.
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
Colorado
(11/21/2018)
RR
Connecticut
(10/25/2018)
RR
District of Columbia
(10/31/2018)
RR
Florida
(12/7/2018)
RR
Idaho
(9/14/2018)
RR
Maine
(12/17/2018)
RR
Maryland
(12/11/2018)
RR
Ohio
(10/15/2018)
IAR
Pennsylvania
(1/26/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/26/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/21/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/5/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 11/9/2005
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

DI
DAKOTA INVESTMENTS, LLC
DAKOTA INVESTMENTS, LLC | MARMONT PARTNERS, LLC

CRD#: 290284 / SEC#: 801-112120

RIA
Registered Investment Advisory firm - (12/6/2017 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
6

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts1
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.

Company Information

DAKOTA INVESTMENTS, LLC

CRD#: 290284Bryn Mawr, PA 19010

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