David Pequet, financial advisor Hinsdale IL

David Pequet

CRD Number: 816955
Current Firm: Mpi Wealth Management LLC

David Pequet (CRD# 816955) is an Investment Advisor Representative working at Mpi Wealth Management LLC in Hinsdale, IL and has over 42 years of experience in the finance industry.

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Company Name Location Dates Years
Mpi Wealth Management LLC Hindsdale, IL Jul 2019 - Current 4
Mpi Investment Management Hinsdale, IL Feb 1990 - Dec 2022 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1981
S65 NASAA Investment Advisors Law Examination Jan 1990
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David W. Pequet
Phone Number: 630-325-6900
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    247
    MILLIONS
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $1,411,532
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

DE, IL, MI, NJ, NY

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