New Boston Office for The SDDCO Group of CPAs and Consultants

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To foster their professional support of Boston area financial services firms, The SDDCO Group of CPAs and consultants opened an office in the Boston financial district.

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The SDDCO Group opens a Boston office in the financial district.

"We have much to offer the Boston financial services community," said Scott Daniels, Managing Partner, "decades of experience, long working relationships with regulators, and solid associations with key professionals--auditors, lawyers, and bank officers,

The SDDCO Group (SDDCO), a longstanding New York professional firm with a financial services specialty opened an auxiliary office in Boston, MA to better meet the needs of their expanding client base.

SDDCO provides comprehensive support to broker-dealers, investment advisers, and private funds both remotely and onsite. The group performs monthly accounting and supervisory roles (FINRA Series 27 FinOp, FINRA Series 24 GSP, and designated CCO), beside tax preparation and advisory, and a suite of regulatory compliance services.

SDDCO's regulatory entities facilitate the SEC registrations of advisers, NFA/CFTC registrations of introducing brokers, and FINRA memberships of broker-dealers. In addition, the brokerage affiliate of the group affords a platform for industry professionals to conduct business while a broker-dealer undergoes the FINRA new or continuing membership process.

"We have much to offer the Boston financial services community," said Scott Daniels, Managing Partner, "decades of experience, long working relationships with regulators, and solid associations with other key professionals—auditors, securities lawyers, and bank officers."

"Our new location will enable SDDCO to deliver more services and solutions to Massachusetts firms," said Richard Sobel, Senior Partner. "We're very excited about the Boston engagements currently under discussion and those well under way."

While SDDCO services firms in all 50 states, Boston is the third office location for this New York CPA firm established 60 years ago.

BOSTON ~ 50 Congress Street, Suite 6, Boston, MA 02109 (T 617-523-0376)

PHILADELPHIA ~ 500 Swedesford Road, Suite 104, Wayne, PA 19087 (T 484-431-3873)

NEW YORK (HQ) ~ 485 Madison Avenue, Floor 15, New York, NY 10022 (T 212-751-4422)

About The SDDCO Group

Formed 1952 in NYC, The SDDCO Group delivers outsourced support to financial services clients including broker/dealers, registered investment advisers, privately held funds, futures commission merchants, and the U.S. arms of foreign banks. SDDCO services include SEC and FINRA registrations, accounting, FinOp, tax, AML testing, brokerage advising and regulatory compliance. The continued success of the business is evidenced by a high rate of referrals and enduring client ties.

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Teri Daniels, Manager
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