About/ Our People

Our CPAs, FinOps and compliance consultants are experienced, multi-licensed professionals, many with over two decades in the industry. They proficiently support FINRA applications for membership as well as SEC, NFA and CFTC registrations, ongoing accounting, tax, and regulatory compliance, and dedicated CCO, CFO, and FinOp services. These are our partners and principals.

Partners & Principals

Scott D. Daniels, CPA
Managing Partner and Founder
sdaniels@sddco.com
212-751-4422 ext 313
The SDDCO Group
Richard B. Sobel
Senior Partner
rsobel@sddco.com
212-751-4422 ext 308
The SDDCO Group
Robert A. Fortino, CPA
Senior Partner
rfortino@sddco.com
212-751-4422 ext 316
The SDDCO Group
David R. Portnoff, CPA
Senior Partner
dportnoff@sddco.com
212-751-4422 ext 307
The SDDCO Group
Philip Lebovits, CPA
Partner, Tax Director
plebovits@sddco.com
212-751-4422 ext 319
S.D. Daniels & Co., P.C.
Andrew D. Miller, CPA
Partner
amiller@sddco.com
212-751-4422 ext 311
S.D. Daniels & Co., P.C.
Michael G. Glynn, FCCA
Principal
mglynn@sddco.com
212-751-4422 ext 310
S.D. Daniels & Co., P.C.
Bryon H. Lyons
Partner and CEO
blyons@sddco-ba.com
212-751-4424 ext 305
SDDCO Brokerage Advisors LLC
FINRA/SIPC   www.sddco-ba.com
Hale Halasy
President
hhalasy@sddco.com
212-751-4422 ext 318
SDDCO Regulatory Services LLC
Janice Parise
Partner
jparise@sddco.com
212-751-4422 ext 317
S.D. Daniels & Co., P.C.

 

FOCUSED SUPPORT

SDDCO specializes
in one industry.

Our knowhow, our network, past and present, support the financial services.

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

Our Credentials

SUCCESSFUL CLIENTS

SDDCO supports
industry leaders.

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

Major banks, private funds, RIAs and B/Ds choose us.  SDDCO supports 140 B/Ds.

Our Clients

TOP TALENT

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

ONSITE OUTSOURCING

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

HIGH STANDARDS

SDDCO observes
AICPA principles.

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

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

Our Group