THE SDDco GROUP IS COMPRISED OF OVER 50 PROFESSIONALS

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.

OUR PARTNERS AND PRINCIPALS

SENIOR PARTNERS

Scott D. Daniels, CPA

Co-Managing Partner and Founder

Robert A. Fortino, CPA

Co-Managing Partner

David R. Portnoff, CPA

Senior Partner

Richard B. Sobel

Senior Partner

ACCOUNTING PARTNERS
TAX PARTNER

Philip Lebovits, CPA

Tax Director

COMPLIANCE PARTNER

Hale Halasy, CAMS

President

BROKER-DEALER PARTNER
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.

SIGN UP FOR OUR CYBERSECURITY ALERTS

 

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.

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

SIGN UP FOR OUR CYBERSECURITY ALERTS

 

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