SENIOR PARTNERS

SDDco About David Portnoff

David R. Portnoff, CPA

Senior Partner

David R. Portnoff, Senior Partner of the SDDco Group, has extensive experience servicing broker-dealers, with an emphasis in the Latin American securities sector. He also directs SDDco Fund Services LLC, which supports privately held funds. Mr. Portnoff worked previously for Moore Capital Management Inc. and McGladrey LLP, performing audits and consulting engagements for FINRA member firms. He is a FINRA registered Financial and Operations Principal (Series 27) and an AICPA and NYSSCPA member. Mr. Portnoff received a Bachelor of Science in Accounting from the University of Hartford.

   

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Are you interested in Broker-Dealer or Investment Advisor Registration, Compliance Consulting, Accounting, Tax or FinOp Services? You can reach us at info@sddco.com or 212-751-4422.

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SPEAK TO AN SDDco CONSULTANT

 

Are you interested in Broker-Dealer or Investment Advisor Registration, Compliance Consulting, Accounting, Tax or FinOp Services? You can reach us at info@sddco.com or 212-751-4422.

FinOp Services & SupervisionBroker-Dealer Membership & ComplianceRIA Registration & ComplianceAML TestingCybersecurityAccounting & BookkeepingTax Compliance & AdvisingBroker-Dealer HostingStart-Ups & Fin Tech

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Are you safe? In today’s digital world the potential for a security breach is always looming. Get our Cybersecurity Alerts to ensure your data is protected.

“When you hire SDDco, you benefit from the talent and expertise of the entire firm rather than that of an individual practitioner more limited in scope and resources.”

 

SCOTT DANIELS

Co-Managing Partner