linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Tanya Chantal Daddio

Purshe Kaplan Sterling Investments

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Tanya? Claim Your Profile

About Tanya Chantal Daddio

Tanya Chantal Daddio is a financial professional with over 25 years of experience in the securities industry. Tanya is currently registered with Purshe Kaplan Sterling Investments in Farmington, Connecticut. She is a Series 7 and Series 63 licensed professional. Tanya has previously held positions at LPL Financial LLC, Investcorp, Inc., Triad Advisors, Inc., and Linsco/Private Ledger Corp.

Firm Information

Tanya Daddio is currently registered with Purshe Kaplan Sterling Investments. Purshe Kaplan Sterling Investments is a Corporation formed on December 16, 1993 and is approved to operate in all 50 states, the District of Columbia, and the Virgin Islands. The firm has been registered with the SEC and has 10 regulatory event disclosures and 2 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

181

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Tanya Daddio’s Registration & Firm History

CT

01/08/2016 - Present

Purshe Kaplan Sterling Investments (Farmington CT)

CT

09/10/2008 - 12/31/2015

LPL FINANCIAL LLC (FARMINGTON CT)

CT

07/12/2006 - 04/25/2008

INVESTACORP, INC. (WALLINGFORD CT)

GA

08/20/2001 - 06/01/2006

TRIAD ADVISORS, INC. (ATLANTA GA)

SC

11/05/1996 - 08/22/2001

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

Not sure if Tanya Chantal Daddio is right for you?

Licenses & Designations

BC

Issued 12/20/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tanya Chantal Daddio.
Not sure if Tanya Chantal Daddio is right for you?