DD
David A. Dowd
DOWD FINANCIAL PLANNING
MONTCLAIR, NJ
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CRD#: 5741614
DD
Professional summary
David Alan Dowd, CFP® is a registered financial advisor currently at DOWD FINANCIAL PLANNING located in Montclair, New Jersey.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. David has worked at 1 firm .
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Retirement Planning
Investment Planning
Tax Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1
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 David Alan Dowd'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®
CFP®
Start date: 1993
Experience
Current
February 16, 2010 - Present
DOWD FINANCIAL PLANNING
RIA
CRD#: 152474
MONTCLAIR, NJ
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
New Jersey(2/16/2010)
IAR
New York(2/12/2024)
Exams
Current Firm
DOWD FINANCIAL PLANNING
DOWD FINANCIAL PLANNING | DOWD, DAVID A
CRD#: 152474 / SEC#:
New Jersey
Registered Investment Advisory firm - (2/16/2010 Approved)New York
Registered Investment Advisory firm - (2/12/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Montclair, NJ
Mailing Address
Phone number
(973) 582-0000
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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