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Find, Compare and Monitor Financial Advisors at DRESNER INVESTMENT SERVICES, INC.

CRD#: 35145
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

DRESNER INVESTMENT SERVICES, INC. is located at 10 S. Lasalle Suite 2170, Chicago, IL 60603 and was first established at Chicago, Illinois in 04/12/1993. After operating for 33 years, DRESNER INVESTMENT SERVICES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of DRESNER INVESTMENT SERVICES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. DRESNER INVESTMENT SERVICES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at DRESNER INVESTMENT SERVICES, INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access DRESNER INVESTMENT SERVICES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at DRESNER INVESTMENT SERVICES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for DRESNER INVESTMENT SERVICES, INC. Comes From

Understanding the Statistics for DRESNER INVESTMENT SERVICES, INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
10 S. Lasalle Suite 2170, Chicago, IL 60603
Mailing Address
10 S. Lasalle Suite 2170, Chicago, IL 60603
Firm Size
Small
Phone Number
(312) 780-7222
Established
Illinois since 04/12/1993
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
DRESNER, STEVEN MARKPRESIDENT/CHIEF COMPLIANCE OFFICER2406965
YTTERBERG, BRIAN VICTORCHIEF OPERATING OFFICER3193521

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Advisor's working at DRESNER INVESTMENT SERVICES, INC.

SS

Scott Taylor Smith

IAR
RR
CRD#: 2909659
Location:
Fremont, CA
Company:
SILICON PRIVATE WEALTH, LLC
Disclosures:
Experience:
28 years
View Profile
CN

Christopher William Nolan SR

Chris Nolan, Christopher William Nolan
RR
CRD#: 4310761
Location:
New York, NY 10151
Company:
DRESNER INVESTMENT SERVICES, INC.
Disclosures:
Experience:
19 years
View Profile
CK

Christopher John Kampe

RR
CRD#: 4524204
Location:
Chicago, IL 60603
Company:
DRESNER INVESTMENT SERVICES, INC.
Disclosures:
Experience:
23 years
View Profile
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