David MarquartCRD Number: 5221783
Current Firm: Checchi Capital Advisers, LLC
David Marquart (CRD# 5221783) is an Investment Advisor Representative working at Checchi Capital Advisers, LLC in Beverly Hills, CA and has over 4 years of experience in the finance industry.
Grove Point Advisors, LLC
Awm Capital, LLC
Aqua Capital Advisors
|Checchi Capital Advisers, LLC||Los Angeles, CA||Oct 2018 - Current||4|
|Marquart Capital||New York, NY||Dec 2014 - Oct 2018||3|
|Quad Capital||New York, NY||Jan 2014 - Dec 2014||< 1|
|First New York Securities LLC||New York, NY||Nov 2010 - Dec 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2018|
|S65||NASAA Investment Advisors Law Examination||May 2019|
Total Assets Under Management1,485MILLIONS
Total Number of Accounts212ACCOUNTS
Average Account Value$7,007,027
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, NE, NY, TX
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