Jay Rasmus is a PFS-designated registered investment advisor at Dbia, LLC., based in Southington, CT, with 25 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
DBIA, LLC charges a fee for managing assets based on a percentage of the value of your portfolio. This may include a fee paid to DBIA, LLC by the money management firm as a solicitation fee for placing your assets with them. All fees are negotiable under certain circumstances.
Location
Southington, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jay is a passive majority owner and president of BES-CUT, Inc., a wire EDM manufacturing company, but devotes no time to it. He also works full-time as a partner at Mahoney Sabol & Company, LLP, a tax and accounting firm, since 2011.
Employment History
Current Registrations
Dbia, LLC.
Previous Registrations
Bridge Capital Management LLC
State Registrations1 state
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