David Robichaud, financial advisor Bedford NH

David Robichaud

CRD Number: 2733832
Current Firm: Madison Avenue Securities, LLC

David Robichaud (CRD# 2733832) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in Bedford, NH and has over 27 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Madison Avenue Securities, LLC San Diego, CA Jun 2020 - Current 3
High Point Capital Wealth Bedford, NH Jun 2020 - Current 3
Dgr Financial Group, LLC Bedford, NH Jan 2005 - Current 19
Aewealth Management, LLC Topeka, KS Jun 2020 - Jun 2021 1
The O.n. Equity Sales Company Cincinnati, OH Dec 2008 - May 2020 11
Ohio National Financial Services Cincinnati, OH Dec 2008 - May 2020 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1996
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David G. Robichaud
Phone Number: 888-627-7323
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    1,824
    MILLIONS
  • Total Number of Accounts
    13,989
    ACCOUNTS
  • Average Account Value
    $130,398
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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