About/ Our Clients

SDDco delivers deep expertise and personalized guidance to our clients including broker/dealers, registered investment advisors, futures commission merchants, private funds, technology firms, and new business ventures. We help you to sustain a strong accounting and compliance infrastructure to support the prosperity of your business.

SDDco provides outsourced support to:


  • Third party marketing brokers
  • Foreign based firms operating under Rule 15a-6 of the US Securities Exchange Act of 1934 as amended
  • Introducing brokers
  • Mergers & acquisitions brokers
  • Underwriting brokers
  • Proprietary trading brokers

Registered Investment Advisors

  • SEC and state registration
  • Ongoing compliance consulting
  • Ongoing accounting & bookkeeping services
  • Outsourced CCO
  • Managers of individual accounts (SMAs)
  • Mutual fund managers
  • Portfolio allocation managers
  • Hedge fund and private equity fund managers

Futures Commission Merchants

  • Introducing brokers
  • Full clearing brokers

Private Funds

  • Private equity
  • Venture capital
  • Hedge funds (small–midsized)
  • Family offices

Other Business Ventures

  • Technology
  • Manufacturing

Go to Our Praises to read first-hand client experiences working with SDDco.


SDDco specializes
in two industries.

Our know-how and our network supports the financial services & tech industries.

We hold the right training and licensures to keep you in step and mitigate risk.

Our Credentials


SDDco supports
industry leaders.

We oversee back office functions so you can focus on your own clients.

Major banks, private funds, RIAs, BDs, and tech startups choose us.

Our Clients


SDDco is as good
as its great people.

Our CPAs, FinOps and
consultants are licensed,
experienced professionals.

Partner with us for start-ups and for ongoing accounting, compliance and tax work.

Our People


SDDco performs
services onsite.

Outsourced support with
SDDco isn’t out of sight.

We work in your space and for your team on a regular basis. Engage the expertise without the fulltime hire.

Our Praises


SDDco observes
AICPA principles.

Our inaugural firm began
when two CPAs opened
a NYC office back in 1952.

We faithfully maintain the CPA standards: integrity, competency, confidentiality….

Our Group