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Formed in 1952 in NYC, the SDDco Group delivers outsourced support to financial services clients including broker/dealers, registered investment advisers, commodity brokers, privately held funds, the U.S. arms of foreign banks, and emerging technology companies. The continued success of this business is evidenced by a high rate of referrals and enduring client ties. SDDco services include regulatory memberships and registrations (FINRA, SEC, NFA & CFTC), accounting, FinOp, and tax work, AML Independent testing, brokerage advising, and regulatory compliance. SDDco's subsidiary, Alva Advisory Services, supports the business development and back office needs of tech firm startups. The SDDco Group is comprised of five professional service entities: S.D Daniels & Co., P.C., SDDco Regulatory Services, LLC; Alva Advisory Services, LLC; SDDCO Brokerage Advisors, LLC; and S.D. Daniels and Company, LLC. CLIENT TESTIMONY ~ Read what SDDco clients say about our services: http://sddco.com/about/client-testimonials/

Website http://www.sddco.com
Revenue $14.1 million
Funding $1 million
Employees 42 (4 on RocketReach)
Founded 1952
Address 485 Madison Ave Fl 15, New York, New York 10022, US
Phone +1 212-751-4422
Technologies
Industry Financial Services, Accounting & Accounting Services, Consulting, FinOp and Brokerage Support, Accounting, Business Services, Accounting and Bookkeeping, Marketing and Advertising, Legal, B/D and RIA Registration and Compliance, Professional Services, Tax Advising and Compliance
Web Rank 16 Million
Keywords Financial Services Outsourcing, Back Office Solutions, Outsourced Operations, Financial Operations, Investment Operations, Technology Support, Wealth Management Support, Middle Office Services, Fund Administration Services, Compliance Support, Regulatory Reporting, Financial Technology, Asset Management Services, Global Financial Services
Competitors Deloitte, PwC, EY, Accenture, Capgemini, KPMG In Pakistan, McKinsey & Company, Boston Consulting Group (BCG), Bain & Company, Protiviti +41 more (view full list)
SIC SIC Code 87 Companies, SIC Code 874 Companies
NAICS NAICS Code 54 Companies, NAICS Code 5416 Companies, NAICS Code 541611 Companies, NAICS Code 54161 Companies, NAICS Code 541 Companies

SDDco Group Questions

The SDDco Group annual revenue was $14.1 million in 2026.

Robert Fortino is the Managing Partner of SDDco Group.

4 people are employed at SDDco Group.

SDDco Group is based in New York, New York.

The NAICS codes for SDDco Group are [54, 5416, 541611, 54161, 541].

The SIC codes for SDDco Group are [87, 874].

Top SDDco Group Employees

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