David Van Osdol (CRD# 2416079) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Chappaqua, NY and has over 30 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Chappaqua, NY | Oct 2021 - Current | 2 |
| Unemployed | Irvington, NY | Jan 2021 - Oct 2021 | < 1 |
| Ameriprise Financial Services, Inc. | Rye Brook, NY | Aug 2019 - Jan 2021 | 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Jul 2019 - Aug 2019 | < 1 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Jul 2019 - Aug 2019 | < 1 |
| Peller Wealth Management | New York, NY | Nov 2018 - Aug 2019 | < 1 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Nov 2018 - Jul 2019 | < 1 |
| Homemaker | Irvington, NY | Nov 2015 - Nov 2018 | 3 |
| Sunnyside Federal Savings And Loan | Irvington, NY | Dec 2013 - Nov 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1993 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- NY
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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