DG
DG

Dena Girard

23 Years of Experience
Purchase, NY

Dena Girard is a registered investment advisor at Otr Global LLC, based in Purchase, NY, with 23 years of industry experience. Dena operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 150 clients.

Compensation
Fixed/Hourly
Firm Size
9 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

One Manhattanville Road, Suite 105, Purchase, NY, 10577

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Otr Global LLC
March 2024 - Present · 2 yrs 1 mo
Previous Registrations
Otr Global Trading LLCBroker
January 2009 - July 2023 · 14 yrs 6 mos
Ota LLCBroker
September 2002 - November 2023 · 21 yrs 2 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Dena Girard - Financial Advisor | TrueAdvisor