David Savitz, financial advisor Aventura FL
71 score

David Savitz

CRD Number: 3044912
Current Firm: Strategic Advisers, Inc.

David Savitz (CRD# 3044912) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Aventura, FL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Aventura, FL Apr 2012 - Current 4
Unemployed Weston, FL Nov 2011 - Apr 2012 < 1
Everbank Ft. Lauderdale, FL Jun 2011 - Nov 2011 < 1
Metlife Securities Inc. Fort Lauderdale, FL Apr 2010 - Jun 2011 1
Unemployed Weston, FL Jan 2010 - Apr 2010 < 1
Wachovia Bank, Na Ft. Lauderdale, FL Apr 2005 - Dec 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for David A. Savitz
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
71

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