David Ferri, financial advisor Deland FL
93 score

David Ferri

CRD Number: 4445380
Current Firm: Aegis Capital Corp.

David Ferri (CRD# 4445380) is an Investment Advisor Representative working at Aegis Capital Corp. in Deland, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Aegis Capital Corp New York, NY Jan 2010 - Current 6
Jhs Capital Advisors, Inc. Boca Raton, FL Jul 2006 - Dec 2010 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2002
S65 NASAA Investment Advisors Law Examination Aug 2010
Contact Info for David N. Ferri
Phone Number: 212-813-1010
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    327
    MILLIONS
  • Total Number of Accounts
    1,027
    ACCOUNTS
  • Average Account Value
    $318,015
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, PR, 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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