David Manukjan (CRD# 7223138) is an Investment Advisor Representative working at Mayflower Advisors in Boston, MA and has over 8 years of experience in the finance industry. David Manukjan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4927658
Claro Advisors, LLC
CRD# 4999983
Fidelity Personal And Workplace Advisors
CRD# 4999910
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mayflower Financial Advisors, LLC | Dallas, TX | Aug 2020 - Current | 3 |
| Wells Fargo Advisors Financial Network, LLC | Boston, MA | Feb 2020 - Aug 2020 | < 1 |
| Unemployed | New York, NY | Nov 2018 - Feb 2020 | 1 |
| Altfest Personal Wealth Management | New York, NY | Mar 2015 - Nov 2018 | 3 |
| Pace University | New York, NY | Sep 2008 - Dec 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
- MA
- TX
-
Total Assets Under Management4,689MILLIONS
-
Total Number of Accounts2,361ACCOUNTS
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Average Account Value$1,985,970
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AR, CA, CO, CT, DC, DE, FL, IL, LA, MA, MD, ME, MN, NC, NE, NH, NJ, NV, NY, PA, RI, SC, TN, TX, VA, VT
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