# DBD RETIREMENT AND FINANCIAL SERVICES, LLC

DBD RETIREMENT AND FINANCIAL SERVICES, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 328239
- Type: SEC-registered investment adviser
- SEC file number: 801-129039
- Phone: 703-791-5955
- Latest filing: 2026-01-12
- Regulatory AUM: $133.7M
- Discretionary AUM: $133.7M
- Clients: 1
- Accounts: 37

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Raymond T Difilippo | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Denise Difilippo | OWNER | — |
| Difilippo Raymond T | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| DiFilippo Denise | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/328239/brochure
- Similar advisers: https://search.stillhousedata.com/firm/328239/similar
- Related entities: https://search.stillhousedata.com/firm/328239/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/328239

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.