DAI Securities, LLC.
Investment Management
2800 Century Pkwy Ne
8 employees
- Employees
- 8
- Contacts
- 1
- Emails
- 1
- Phones
- 1
DAI Securities, LLC. Overview
- Headquarters
- 2800 Century Pkwy Ne
- Website
- daisecurities.com
- Industry
- Investment Management
- Employees
- 8
- Funding
- ,
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
Keywords
About DAI Securities, LLC.
We use powerful words like discipline, strength and steadfast on purpose. They mean something to us and we know they do to you as well. We believe in working alongside our advisors and their clients employing a holistic approach with innovative solutions. As a full service, Broker-Dealer and Registered Investment Adviser, DAI offers its advisors and their clients: Traditional Investments Non-Traditional Investments Asset Management Multigenerational Wealth Planning Family Office DAI advisors have readily available access to our network of industry and sector experts as well as DAI’s senior leadership that have spent spent their careers accumulating vital knowledge and valuable experience. Our team is dedicated to comprehensively supporting our advisors with transitioning tools and ongoing front/back office tactics, technology and marketing opportunities to help their individual businesses continue to thrive and grow. Securities offered through DAI Securities, LLC, member FINRA/SIPC. Advisory services offered through DAI Wealth, LLC, an SEC Registered Investment Adviser. DAI Securities, LLC and DAI Wealth, LLC are separate, but affiliated, entities.
DAI Securities, LLC. Contact Details
- People in AeroLeads
- 3
- With contact data
- 1
- Email contacts
- 1
- 33.3% coverage
- Phone contacts
- 1
- 33.3% coverage
DAI Securities, LLC. Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Joseph Michaletz | Discipline Advisors, Llc |
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|
|
| Matt Ingber | Chief Operating Officer at Dai Securities, Llc. | Atlanta, Georgia, United States |
Email
Phone
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| Lauren Adolphson, Cfa | SVP, Investment Products at Dai Securities, Llc |
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Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
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