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Daniel Michael Delmoro

Klingman And Associates, LLC

New York, NY

CRD 5565004

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Employer firm

Klingman And Associates, LLC CRD 125618

$5.66B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Klingman And Associates, Llc

120 West 45Th Street Suite 3800, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-07-07
  • NY RA
    APPROVED
    Since 2026-07-07

Branch Locations

120 West 45Th Street Suite 3800, New York, NY 10036 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Klingman And Associates, Llc New York NY 03/2015 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-09-17
  • S63 Uniform Securities Agent State Law Examination
    2013-09-17
Designations
  • Chartered Financial Analyst
Other Names
  • Daniel Delmoro

View on SEC IAPD

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