Back to top

Overview

Services

Advisor Services

  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Qualifications

Experience

No timeline events available.
Employer Years Dates
Dalton Financial LLC 1 year, 6 months Aug 2014 - Present
Millennium Investment and Retirement Advisors, LLC 7 years, 2 months Jun 2007 - Aug 2014
Strategic Search, Inc. 4 years, 4 months Feb 2003 - Jun 2007

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Daniel Jakobovits

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    2
  • as of date
    Feb 5, 2016
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Dalton Financial LLC

Last updated on Jan. 29, 2016
    • $13.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 70
      Accounts
    • $192.9K
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements