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DUMONT & BLAKE INVESTMENT ADVISORS LLC

PRINCETON, NJ · CRD 109318 · IAPD ↗ · 609-514-1899

$562.3MRegulatory AUM
4Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — DUMONT & BLAKE INVESTMENT ADVISORS LLC notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — DUMONT & BLAKE INVESTMENT ADVISORS LLC crossed $500M in regulatory AUM ($490.0M -> $540.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
68
April 2024 — DUMONT & BLAKE INVESTMENT ADVISORS LLC now reports custody of client assets ($27.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.