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Daniel Buford Ludwin

Salomon AND Ludwin

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About Daniel Buford Ludwin

Daniel Ludwin is a financial advisor based in Richmond, VA. Daniel has been in the industry for over 25 years. Daniel currently works at Salomon And Ludwin and has held previous roles at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, WELLS FARGO ADVISORS, LLC, FIRST UNION CAPITAL MARKETS CORP., and RAUSCHER PIERCE REFSNES, INC. Daniel offers financial planning and portfolio management services to individuals and investment companies. Daniel also conducts educational seminars.

Firm Information

Daniel Ludwin is currently registered with Salomon AND Ludwin. Salomon AND Ludwin is an investment advisor with offices in RICHMOND, VA. They have approximately $1 billion - $10 billion in assets under management and primarily serve high-net-worth individuals and individuals other than high-net-worth. The firm offers financial planning, educational seminars, and portfolio management for individuals.
Salomon AND Ludwin

1401 GASKINS ROAD

RICHMOND, VA 23238

$1.71B

Assets Under Management

Not reported

Total Clients

4

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Ludwin’s Registration & Firm History

VA

04/02/2018 - Present

Salomon AND Ludwin (RICHMOND VA)

VA

11/17/2009 - 04/04/2018

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (RICHMOND VA)

VA

10/01/1999 - 11/18/2009

WELLS FARGO ADVISORS, LLC (RICHMOND VA)

NC

10/09/1996 - 10/01/1999

FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)

TX

03/24/1994 - 08/13/1996

RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)

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Licenses & Designations

IA

Issued 03/22/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/18/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/04/1998

Series 24 - General Securities Principal Examination

BC

Issued 04/04/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/23/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Daniel Buford Ludwin. Review regulatory record here.
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