44 East Broad Street, Suite 218, Bethlehem, PA, 18018
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Daniel is involved with McDermott Investment Advisors, LLC (MIA), an SEC registered investment advisory and economic consulting firm, and investment manager. This takes about half of Daniel's time and runs concurrently with his broker-dealer activity.