Richard Daskin
RSD Advisors · Brooklyn, New York
Richard Daskin is a fee-only financial advisor at RSD Advisors in Brooklyn, New York, who holds the CFP and CFA credentials. RSD Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | RSD Advisors |
|---|---|
| Based in | Brooklyn, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $78.1M across 65 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in FL · CRD 1425254 |
| Exams passed | Series 63 (2004) · Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.rsdadvisors.net |
| Profile |
How Richard's firm compares
- RSD Advisors's average account is about $1.2 million, from its Form ADV (assets managed divided by 65 accounts).
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Questions about Richard
Is Richard Daskin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and RSD Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, RSD Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Richard Daskin based?
Richard Daskin is based in Brooklyn, New York.
What credentials does Richard Daskin hold?
Richard Daskin holds the CFP and CFA credentials.
Is Richard Daskin registered with the SEC?
Yes. Richard Daskin is registered as an investment adviser representative in FL (CRD 1425254), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RSD Advisors manage?
RSD Advisors reports $78.1M across 65 accounts in assets under management.
How do I contact Richard Daskin?
Through Richard's website, www.rsdadvisors.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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