David Mersky, financial advisor Fayetteville AR
93 score

David Mersky

CRD Number: 4494397
Current Firm: Cabana Asset Management

David Mersky (CRD# 4494397) is an Investment Advisor Representative working at Cabana Asset Management in Fayetteville, AR and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Cabana Asset Management Fayetteville, AR Nov 2015 - Current 2
Serco Inc. Rogers, AR Aug 2013 - Current 4
The Change Agency, LLC Springdale, AR Sep 2007 - Current 10
Horter Investment Management, LLC Cincinnati, OH Dec 2013 - Nov 2015 1
Southeast Investments, N.c. Inc. Charlotte, NC Sep 2012 - Jul 2013 < 1
Brokers International Financial Services Panora, IA Jan 2010 - Aug 2012 2
Spectrum Capital, Inc. Omaha, NE Mar 2005 - Jul 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2011
S65 NASAA Investment Advisors Law Examination Aug 2007
Contact Info for David Mersky
Phone Number: 479-442-6464
Registered State(s):
  • AR
By the Numbers
  • Total Assets Under Management
    17
    MILLIONS
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $160,185
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

AR, CO, FL, LA, TX

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

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