Andrew M. Mendonca

D & T FINANCIAL ADVISORS

Concord, CA 94520

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CRD#: 7866329

Professional summary

Andrew Michael Mendonca is a registered financial advisor currently at D & T FINANCIAL ADVISORS, INC. located in Concord, California.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Andrew 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.

Jackson Downs & Tsuruda CPA's, 1985 Bonifacio St, Concord, CA 94520; Tax Accounting Firm, Tax Accountant; Prepare taxes and Accounting; Started 09/06/2020; 160 hours/month; 5-6 hours during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Michael Mendonca'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

February 6, 2024 - Present

D & T FINANCIAL ADVISORS, INC.

Office #1: 1985 Bonifacio Street Suite 201, Concord, CA 94520

RIA

CRD#: 136297

Concord, CA

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

California
(2/6/2024)

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Exams

State Security Law Exam

IAR

Series 65

Date: 12/5/2023

Uniform Investment Adviser Law Examination

Current Firm

D & T FINANCIAL ADVISORS, INC.

D & T FINANCIAL ADVISORS, INC. | JACKSON & DOWNS, INC. | DOWNS & TSURUDA, INC.

CRD#: 136297 / SEC#:

California

Registered Investment Advisory firm - (9/27/1995 Approved)

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Contact information

Main Address

1985 Bonifacio Street Suite 201, Concord, CA 94520

Mailing Address

Phone number

(925) 689-1360

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	106
AUM (Assets Under Management)	$ 79,077,744

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Andrew M. Mendonca

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Michael Mendonca's CRS (Customer Relationship Summary).

Certified licenses

Experience

D & T FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/5/2023

Current Firm

D & T FINANCIAL ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

D & T FINANCIAL ADVISORS, INC.

TRUST BUT VERIFY

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