David Fasano, financial advisor Fort Lauderdale FL

David Fasano

CRD Number: 2982165
Current Firm: Cetera Investment Advisers LLC

David Fasano (CRD# 2982165) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fort Lauderdale, FL and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Jan 2008 - Current 16
Fasano Financial Services Ft Lauderdale, FL Aug 2004 - Current 19
Cetera Financial Specialists LLC Schaumburg, IL Jun 2004 - Current 19
Lashbrook, Wollard & Fasano, Pa Ft Lauderdale, FL Aug 1998 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1997
S65 NASAA Investment Advisors Law Examination Dec 2007
Contact Info for David J. Fasano
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, WY

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BADGES
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Data verified by both the advisor and the public regulatory data.

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