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Selkirk, NY Office

Team
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Dutch Asset Corporation logo

Dutch Asset Corporation

Team

Firm-wide stats for Dutch Asset Corporation

Total advisors

9

Across 4 offices

Clients per advisor

24 Very Low

Avg AUM per client

$784,854 Low

HNW client ratio

27% Typical

About

Dutch Asset Corporation (DAC) advises individuals and high‑net‑worth clients as well as pension and profit‑sharing plans, charitable organizations, and corporate or business entities. Its services include ongoing portfolio management, financial planning, and pension consulting, and the firm may direct clients to third‑party managers or hedge funds as part of its advisory relationships.

DAC develops an Investment Policy Statement for each client and provides both discretionary and non‑discretionary management, using fundamental and technical analysis alongside modern portfolio theory to guide asset allocation and security selection. Investment implementation may include long‑ and short‑term trading, margin and options strategies, model portfolios, and allocations through separately managed accounts administered by third‑party advisers.

Noteworthy features in DAC’s brochure include the firm’s relationships with institutional business entities beyond typical pensions — including insurance‑company clients — and its explicit use of derivatives (options) in client strategies, including within separately managed accounts, which are relatively uncommon among similar team firms. The brochure also discloses the use of third‑party promoters for client referrals and that some representatives are licensed insurance agents, both of which the firm documents as potential conflicts in its compliance policies.

Based on Dutch Asset Corporation

Expertise

Options & derivatives strategies Passive / index investing Wealth management Retirement plans for business owners (SEP, solo 401k)

Based on Dutch Asset Corporation

Location

113 B Jericho Rd

Selkirk NY 12158

Advisors at this office

6

Advisors at this office

user avatar

David J

Series 65

Selkirk, NY

Dutch Asset Corporation

David Jeram Jr. is a Series 65-credentialed advisor with Dutch Asset Corporation, bringing less than one year of industry experience. Prior to joining Dutch Asset Corporation, he worked at The Hertz Corporation and The Nielsen Corporation. Dutch Asset Corporation advises individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides portfolio management, financial planning, and pension consulting, employing fundamental and technical analysis alongside modern portfolio theory to guide asset allocation and security selection.

Options & derivatives strategies Passive / index investing Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Cullen B

CFP®, Series 66

Selkirk, NY

Dutch Asset Corporation

Cullen Breen is a CFP® with 14 years of industry experience, currently serving as an advisor at Dutch Asset Corporation. He has worked at Dutch Asset Corporation since 2014 and is also involved with StackHabit LLC. Dutch Asset Corporation provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a range of investment strategies including fundamental and technical analysis, use of derivatives and margin, and may allocate assets through third-party managers or separately managed accounts.

Options & derivatives strategies Passive / index investing Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Tyler R

Series 66

Selkirk, NY

Dutch Asset Corporation

Tyler Rapp is a financial advisor at Dutch Asset Corporation with four years of industry experience. He holds a Series 66 designation and has previously worked at Broadway Advisor Group, LPL Financial, and Sgroi Wealth Management. Outside of advising, he is involved as a semi-professional car racer. Dutch Asset Corporation provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a range of investment strategies including the use of derivatives and margin, and offers both discretionary and non-discretionary management with individualized Investment Policy Statements.

Options & derivatives strategies Passive / index investing Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Gary B

CFP®, Series 63

Selkirk, NY

Dutch Asset Corporation

Gary Barkman is a CFP® with 41 years of industry experience. He is currently with Dutch Asset Corporation and has previously worked at Cetera Investment Advisers LLC, Cetera Wealth Services, LLC, Voya Financial Advisors, Inc., and Linsco/Private Ledger Corp. Barkman is also licensed as an insurance agent. Dutch Asset Corporation provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs fundamental and technical analysis along with modern portfolio theory, offering both discretionary and non-discretionary management that may include options, margin, and allocations to third-party managers.

Options & derivatives strategies Passive / index investing Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Richard O

Series 65

Selkirk, NY

Dutch Asset Corporation

Richard Oxford is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Dutch Asset Corporation since 2015. Outside of his advisory role, he serves as a board member and holds a 10% ownership stake in Dunlap Stone University, a small private online university. Dutch Asset Corporation provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a range of investment strategies including fundamental and technical analysis, options and margin use, and allocates assets through third-party managers or separately managed accounts.

Options & derivatives strategies Passive / index investing Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Michelle P

CFP®, Series 63

Selkirk, NY

Dutch Asset Corporation

Michelle Peterson is a CFP® professional with 32 years of experience in the financial services industry. She is currently with Dutch Asset Corporation, where she has worked since 2026. Her prior experience includes roles at Cetera, Voya Financial Advisors, and LPL Financial. Outside of her advisory work, she is associated with the Professional Planning Group. Dutch Asset Corporation advises individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, financial planning, and pension consulting, utilizing fundamental and technical analysis alongside modern portfolio theory, including the use of derivatives and third-party managers in its investment strategies.

Options & derivatives strategies Passive / index investing Wealth management Retirement plans for business owners (SEP, solo 401k)
View complete list of advisors at this office
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