CDT CAPITAL WEALTH ADVISORY LLC

CDT CAPITAL WEALTH ADVISORY LLC of SYOSSET, NY is an SEC-registered investment adviser (CRD 340966). Regulatory assets under management: $1.9M.

Registration

• CRD: 340966
• Type: Registered investment adviser
• Location: 35 DONNA LANE, SYOSSET, NY, 11791
• Phone: 5165093675
• Latest filing: 2026-07-12
• Regulatory AUM: $1.9M
• Discretionary AUM: $1.9M
• Clients: 3
• Accounts: 2

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340966 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search