DK
Dane W. Krich
ODYSSEY INVESTMENTS
OCEAN CITY, MD 21842
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CRD#: 7416131
DK
Professional summary
Dane William Krich is a registered financial advisor currently at ODYSSEY INVESTMENTS, LLC located in Ocean City, Maryland.
Dane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Dane 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.
I am the Manager of the Mid-Atlantic Symphony Orchestra and also the Executive Director of the Chesapeake Youth Symphony Orchestra. I also teach a couple classes at Morgan State University K&M Artists, LLC, an artists management company Independent Life Insurance Agent; Investment related: Yes; 215 Antietam Road Baltimore MD 21221 United States; 2022-03-28; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 10;
CRS (Client Relationship Summary) - RIA
Click below to view Dane William Krich'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®
NoneExperience
Current
September 7, 2021 - Present
ODYSSEY INVESTMENTS, LLC
Office #1: 403 Bay Shore Drive Bay Vista No.18, Ocean City, MD 21842RIA
CRD#: 315492
OCEAN CITY, MD
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
Maryland(9/7/2021)
Current Firm
OI
ODYSSEY INVESTMENTS, LLC
ODYSSEY INVESTMENTS LLC | ODYSSEY INVESTMENTS, LLC
CRD#: 315492 / SEC#:
Maryland
Registered Investment Advisory firm - (9/7/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
403 Bay Shore Drive Bay Vista No.18, Ocean City, MD 21842
Mailing Address
Phone number
(202) 641-6166
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 18 |
| AUM (Assets Under Management) | $ 5,816,963 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
