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VerifiedInvestment Management

Dai Securities, Llc

We use powerful words like discipline, strength and steadfast on purpose. They mean something to us and we know they do to you as well. We believe in working alongside our advisors and their clients employing a holistic approach with innovative solutions. As a full service, Broker-Dealer and Registered Investment Adviser, DAI offers its advisors and their clients: Traditional Investments Non-Traditional Investments Asset Management Multigenerational Wealth Planning Family Office DAI advisors have readily available access to our network of industry and sector experts as well as DAI’s senior leadership that have spent spent their careers accumulating vital knowledge and valuable experience. Our team is dedicated to comprehensively supporting our advisors with transitioning tools and ongoing front/back office tactics, technology and marketing opportunities to help their individual businesses continue to thrive and grow. Securities offered through DAI Securities, LLC, member FINRA/SIPC. Advisory services offered through DAI Wealth, LLC, an SEC Registered Investment Adviser. DAI Securities, LLC and DAI Wealth, LLC are separate, but affiliated, entities.

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HeadquartersUnited StatesEmployees9(11 to 50)Annual revenue<$1MWebsitedaisecurities.comLinkedIn profileLinkedIn

Verified contacts

9

available on Kipplo

LinkedIn employees

9

11 to 50 range

Open roles

no listings

Distinct roles

6

indexed titles

Tech stack

1

tools in use

Monthly traffic

7

organic / mo

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Top roles at Dai Securities, Llc

6 distinct titles indexed · top 6 shown.

  • 2senior vice president, investment products
  • 1chief operating officer
  • 1president and ddo
  • 1senior operations manager
  • 1svp - wealth management
  • 1vp wealth management compliance officer

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