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DDO ADVISORY SERVICES, LLC
CRD 154944 · SEC 801-131196
6369 MILL STREET, SUITE 209, RHINEBECK, NY, 12572, United States
Phone
646-234-4881
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$26.8M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $12.2M |
| High net worth individuals | 9 | $14.5M |
| Pension/profit sharing plans | 1 | $120K |
States served
NY, RI
All web addresses on file
Official SEC filing: View on IAPD