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DZ

Danny F. Zeddy

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CRD#: 6424744
DZ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Danny Farris Zeddy II, who also goes by Dan Farris Zeddy, Daniel Farris Zeddy, Danny Farris Zeddy, Danny Farris Zeddy II, was a registered financial professional .

Danny is a previously registered financial professional and started their career in finance in 2015. Danny had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dan Farris Zeddy | Daniel Farris Zeddy | Danny Farris Zeddy | Danny Farris Zeddy Ii

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.
Engaged as a sole proprietor. The name is Danny Farris Zeddy II. Address is 21704 Golden Triangle Road, Santa Clarita CA 91350. The business is managing private equity and other investments for self and direct family. Position is sole proprietor. Start date was 2015. Spend approximately 80 hours per month total, about 60 hours per month during security trading hours. Duties is managing the private equity and other investments.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 27, 2015 - March 11, 2024

ZEDDY, DANNY F.

RIA
CRD#: 170320
SANTA CLARITA, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/30/2013
Uniform Investment Adviser Law Examination

Current Firm


ZD
ZEDDY, DANNY F.
ZEDDY II, DANNY FARRIS | ZEDDY, DANNY F.

CRD#: 170320 / SEC#:

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Contact information


Main Address
21704 Golden Triangle Road Suite 303, Santa Clarita, CA 91350
Mailing Address
Phone number
(818) 429-0310
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

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


ZEDDY, DANNY F.

CRD#: 170320

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