David Van OsdolCRD Number: 2416079
Current Firm: Fidelity Personal And Workplace Advisors
David Van Osdol (CRD# 2416079) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Chappaqua, NY and has over 28 years of experience in the finance industry. David Van Osdol 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.
Park Avenue Securities LLC
High Mountain Financial Coaching LLC
Citigroup Global Markets Inc.
|Fidelity Investments||Chappaqua, NY||Oct 2021 - Current||< 1|
|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|
|Kidos Inc.||New York, NY||May 2008 - Oct 2013||5|
|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|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.