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Dan Skolds

DC Advisory

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About Dan Skolds

Dan Skolds is a financial professional with over 30 years of experience in the industry. Currently, Dan is registered with DC Advisory, a firm based in New York, New York. Dan's career has spanned several reputable firms, including Rothschild & Co US Inc., J.P. Morgan Securities LLC, J.P. Morgan Securities Inc., RBC Capital Markets Corporation, RBC Dain Rauscher Inc., Credit Suisse First Boston Corporation, Donaldson, Lufkin & Jenrette Securities Corporation, Cowen & Co., and Lehman Brothers Inc. Dan holds several industry licenses, including the Series 7, Series 24, Series 63, and Series 79TO. Dan is active in both the brokerage and investment advisor industries.

Firm Information

Dan Skolds is currently registered with DC Advisory. DC Advisory is a Limited Liability Company that was formed on April 1, 2012. The firm is registered in California, District of Columbia, Illinois, and New York. It has one approved SEC registration and four approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

80

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Dan Skolds’s Registration & Firm History

NY

09/06/2023 - Present

DC Advisory (NEW YORK NY)

NY

11/13/2015 - 08/16/2023

ROTHSCHILD & CO US INC. (NEW YORK NY)

NY

10/01/2008 - 11/05/2015

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

08/02/2005 - 10/01/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

02/06/2004 - 08/02/2005

RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)

NY

01/28/2003 - 02/06/2004

RBC DAIN RAUSCHER INC. (NEW YORK NY)

NY

11/03/2000 - 12/31/2002

CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)

NJ

06/05/1997 - 09/19/2002

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

NY

03/22/1996 - 05/28/1997

COWEN & CO. (NEW YORK NY)

NY

11/13/1990 - 03/06/1996

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/19/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/16/2005

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dan Skolds.
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