OTTO & Associates Inc
Legal Name: OTTO & ASSOCIATES, INC.
Other Info
Out of New York, OTTO & ASSOCIATES, INC. proudly stands as a legal corporation with five diligent employees, three of whom work in advisory roles. With a track record of quality work, this firm expertly caters to four clients, ensuring that their monetary needs are taken care of. With an SEC status that has been approved, granted on November 24th, 2000, OTTO & ASSOCIATES, INC. stands as a trustworthy and reliable financial partner.
Celebrating 30 years of fee-only financial planning home what we do who we are newsletter contact Form CRS & ADV Links Photos from the O&A 30th Anniversary Celebrations in Norwich, Vermont and Katonah, New York Photos from the O&A 25th Anniversary Celebrations…
Direct Owners
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DAVID WILLIAM OTTO
PRESIDENT & CHIEF EXECUTIVE OFFICER owns more than 50% but less than 75%
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DAVID WILLIAM OTTO
CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
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ELIZABETH OTTO
SHAREHOLDER owns more than 10% but less than 25%
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SUSAN OTTO GOODELL
SHAREHOLDER owns more than 25% but less than 50%