David Poole, financial advisor Boston MA
93 score

David Poole

CRD Number: 4448750
Current Firm: Thomaspartners, Inc.

David Poole (CRD# 4448750) is an Investment Advisor Representative working at Thomaspartners, Inc. in Boston, MA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Thomaspartners, Inc. Wellesley, MA Jun 2008 - Current 8
Pzena Investment Management New York, NY Jun 2005 - May 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
S65 NASAA Investment Advisors Law Examination Dec 2009
Contact Info for David A. Poole
Phone Number: 781-431-1430
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    7,314
    MILLIONS
  • Total Number of Accounts
    26,178
    ACCOUNTS
  • Average Account Value
    $279,412
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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