David A. Dattilio

DATTILIO & ASH CAPITAL MANAGEMENT

Lebanon, NH 03766

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CRD#: 6859349

Professional summary

David Anthony Dattilio is a registered financial advisor currently at DATTILIO & ASH CAPITAL MANAGEMENT, LLC located in Lebanon, New Hampshire.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. David has worked at 1 firm and has passed the Series 65 exam.

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.

Schiffman, Dattilio & Company PC; Non-investment related; 23 Bank Street, Lebanon, NH, 03766; Certified Public Accounting Firm; shareholder/director; start date November 2005; 140 hours per month; variable hours during trading hours depending upon time of year; duties of the CPA firm include management of the firm, taxation, accounting, consulting.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Anthony Dattilio'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

July 11, 2018 - Present

DATTILIO & ASH CAPITAL MANAGEMENT, LLC

Office #1: 23 Bank Street, Lebanon, NH 03766

RIA

CRD#: 289117

Lebanon, NH

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

Massachusetts
(7/11/2018)

IAR

New Hampshire
(11/20/2018)

IAR

Vermont
(7/31/2018)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/8/2018

Uniform Investment Adviser Law Examination

Current Firm

DATTILIO & ASH CAPITAL MANAGEMENT, LLC

CRD#: 289117 / SEC#:

Massachusetts

Registered Investment Advisory firm - (7/11/2018 Approved)

New Hampshire

Registered Investment Advisory firm - (6/26/2018 Approved)

Vermont

Registered Investment Advisory firm - (7/31/2018 Approved)

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Contact information

Main Address

23 Bank Street, Lebanon, NH 03766

Mailing Address

Phone number

(603) 448-6047

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	37
AUM (Assets Under Management)	$ 15,543,883

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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David A. Dattilio

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Anthony Dattilio's CRS (Customer Relationship Summary).

Certified licenses

Experience

DATTILIO & ASH CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/8/2018

Current Firm

DATTILIO & ASH CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DATTILIO & ASH CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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