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- Custodian
- --
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-11-2010
- Office Locations
- 1
Office Locations
About Edmd Financial Strategies, LLC
EdMD (EdMD Financial Strategies, LLC) supports families through college admissions and financial aid, including career/major planning, application and essay development/editing, extracurricular positioning, and aid-form submission. Public filings also show financial planning and ETF-based portfolio management (TD Ameritrade custody). 18+ years’ experience with 2,160+ students and 26,000+ applications and 35,000+ aid forms supported.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 100 clients, or 100 clients per representative. That equates to $25.0K in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on June 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Vehicles
- Services
- Technology
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The full Edmd Financial Strategies, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DANIEL DAVID CLAFFEY
Chief Compliance Officer, Managing Member, Owner
- CRD
- #2646620
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,500,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Edmd Financial Strategies, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.