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Daniel J. DiSimile CFP, LLC
Daniel J. DiSimile CFP, LLC is a family office and RIA in Schenectady, NY, run by Daniel J. DiSimile, CFP. AUM and strategy are undisclosed.
Daniel J. DiSimile CFP, LLC
Daniel J. DiSimile CFP, LLC is a registered investment advisor and family office headquartered in Schenectady, New York. Daniel J. DiSimile, the sole named principal, holds a Certified Financial Planner designation. The firm was established at an undisclosed date and operates as a single-family office that also serves external clients. The public record provides no details on founding year or family wealth origin. The firm's investment strategy is not publicly detailed. Based on its structure and advisory license, it likely allocates across a mix of public equities, fixed income, and alternative assets for a private client base. No named portfolio companies, co-investments, or specific deal activity have been disclosed. Geographic focus appears to be the Northeastern United States. Firm size and team composition are not publicly available. There are no known additional offices, charitable foundations, or affiliated vehicles. No recent operational events have been reported in the public domain. The firm's structural differentiator is its dual identity as both a family office and an RIA, typical of small, advisor-operated family offices. This model allows the principal to directly manage capital with a personal stake in outcomes. Succession and governance details remain private.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Schenectady
Corporate office
Schenectady, NY, United States
Principals
Daniel J. DiSimile
Owner and financial advisor
Sector focus
Frequently asked questions
Who runs investment decisions at Daniel J. DiSimile CFP, LLC?
Daniel J. DiSimile, a Certified Financial Planner (CFP), makes the investment decisions for the firm. He serves as the owner and likely the sole financial advisor (per public record).
What types of investments does the firm make?
The firm’s investment approach is not publicly disclosed. As a registered investment advisor, it likely manages a diversified portfolio of stocks, bonds, and alternative assets for its clients. No specific allocations or direct investments are known.
Is this firm a single family office or does it serve outside clients?
Daniel J. DiSimile CFP, LLC appears to function as both a family office for the DiSimile family and an RIA serving external clients. This hybrid structure is common among small advisory firms.
What is the firm's AUM?
The firm does not disclose its assets under management publicly. No published reports or regulatory filings confirming AUM were located.
Where does the wealth originate?
The source of the wealth under management at this family office has not been publicly disclosed. It is not linked to a specific industry fortune (public record).
Does the firm have a philanthropic foundation?
No public record connects Daniel J. DiSimile CFP, LLC to a separate philanthropic foundation. The firm itself appears entirely focused on investment advisory services.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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