Daniel Rush is a registered investment advisor at Sdm Advisors, LLC, based in San Francisco, CA, with 15 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SDM Advisors does not directly manage investments for individual clients. Instead, they recommend third-party money managers to handle investment decisions.
Location
235 Montgomery Street, 26th Floor, San Francisco, CA, 94104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel owns rental real estate property and collects rental income. He is also Vice President at SDM Advisors, LLC, providing wealth management, investment advisory services, financial sales, and financial planning.
Employment History
Current Registrations
Sdm Advisors, LLC
Valmark Advisers, INC.
Valmark Securities, INC.
Valmark Securities, INC.Broker
Previous Registrations
Eagle Strategies LLC
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Nylife Securities LLCBroker
State Registrations3 states
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.