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- Custodian
- Altruist · JP Morgan · SSG
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2010
- Office Locations
- 1
Office Locations
About RSD Advisors
RSD Advisors is an independent, SEC-registered fiduciary RIA in Brooklyn providing wealth advisory, portfolio management, and comprehensive financial planning for clients seeking an objective financial blueprint. The firm applies an empirically driven investment philosophy focused on generating current income, with meaningful use of ETFs and municipal bonds. Service is tech-enabled, including Riskalyze (Nitrogen) risk profiling to align portfolios to client goals and risk tolerance.
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Owner & Executives
RICHARD SCOTT DASKIN
Chief Compliance Officer, President
- CRD
- #1425254
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,922,872 | $1,201,920 |
| Non-Discretionary | $1,203,590 | $1,203,590 |
| Total | $78,126,462 | $1,201,946 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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