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Victor Peter D'agata

Rothschild & Co. US Inc.

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About Victor Peter D'agata

Victor D'agata is a registered representative with Rothschild & Co. US Inc. Victor has been in the industry since 2016. Victor holds a Series 54, Series 50, Series 79 and SIE license. Victor has worked for Rothschild & Co. US Inc. since 2016.

Firm Information

Victor D'agata is currently registered with Rothschild & Co. US Inc.. Rothschild & Co. US Inc. is a corporation formed in July 1967 and is registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is regulated by the SEC and has one regulatory event on record.

Not reported

Assets Under Management

Not reported

Total Clients

91

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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Victor D'agata’s Registration & Firm History

NY

11/03/2016 - Present

Rothschild & Co. US Inc. (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/19/2021

Series 54 - Municipal Advisor Principal Qualification Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2017

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 11/02/2016

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Victor Peter D'agata.
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