Dan Glod, CFP®, CPWA®, CIMA®, ChFC®
Founder and Wealth Manager
CRD# 3013135
Disclosures
Important regulatory and website disclosures.
This page provides access to public regulatory resources for Stone Fortress Wealth Strategies and its advisory professionals.
Firm regulatory profile
Stone Fortress Wealth Strategies.
Stone Fortress Wealth Strategies is the primary business name of DDMT Financial Services, LLC. Public regulatory information for the firm is available through the SEC Investment Adviser Public Disclosure website.
Use the firm profile link to access the current regulatory record and available disclosure information directly from the public regulatory database.
Advisor profiles
Public profiles for our advisory professionals.
Review public regulatory profile information for Dan Glod and Jim Clark using the links below.
Jim Clark, CFA
CIO and Senior Portfolio Manager
CRD# 4469500
BrokerCheck
Independent public background lookup.
FINRA BrokerCheck is an independent public resource for reviewing background information on brokers, investment adviser representatives, and firms.
SEC IAPD
SEC Investment Adviser Public Disclosure provides access to public investment adviser firm and individual adviser information.
Visit SEC IAPDCurrent Documents
Disclosure documents and regulatory records may change over time. For the most current public filings, use the regulatory profile links above.
Website disclosures
Important information about this website.
Informational Use Only
The information on this website is provided for general informational purposes only and should not be considered personalized investment, tax, legal, insurance, or financial advice.
No Guarantee of Results
Investment strategies involve risk, including possible loss of principal. No strategy, planning technique, or investment approach can guarantee future results.
Professional Advice
Clients should consult their own attorney, CPA, insurance professional, or other qualified professionals before making decisions involving legal, tax, insurance, or estate planning matters.
Questions about disclosures?
Contact Stone Fortress Wealth Strategies at admin@stonefortresswealth.com to request additional information.