President · Salomon and Ludwin
Daniel B. Ludwin
CRD 2423632 · Named on Form ADV at one SEC-registered adviser
At a glance
Salomon and Ludwin, an SEC-registered wealth manager based in Richmond, VA with $1.3 billion in regulatory assets, lists Daniel B. Ludwin on its Form ADV as President, a control person.
Firms and roles
- Salomon and LudwinPresidentWealth manager · Richmond, VA · $1.3B in regulatory assets
AtlasMembers
Daniel’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Dalal M. SalomonChief Financial Officer, Salomon and Ludwin
- Jacob E. SalomonChief Compliance Officer, Salomon and Ludwin
- Sara F. GochenourChief Operating Officer, Salomon and Ludwin
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.