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DDO ADVISORY SERVICES, LLC

RHINEBECK, NY · CRD 154944 · IAPD ↗ · ddoadvisory.com · 646-234-4881

$26.8MRegulatory AUM
1Advisory reps
1Employees
3Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
October 2024 — DDO ADVISORY SERVICES, LLC (RHINEBECK, NY) is newly SEC-registered with $34.8M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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