David Shave, financial advisor Manasquan NJ
92 score

David Shave

CRD Number: 5975258
Current Firm: Signator Investors, Inc.

David Shave (CRD# 5975258) is an Investment Advisor Representative working at Signator Investors, Inc. in Manasquan, NJ and has over 3 years of experience in the finance industry. David Shave 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.

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Professional Designations
Company Name Location Dates Years
Sii Livingston, NJ Aug 2014 - Current 2
Sfg Annuity Marketing, Inc. Red Bank, NJ Jul 1997 - Current 19
Ing Financial Partners Inc. Red Bank, NJ Jun 2013 - Aug 2014 1
Ing Financial Partners, Inc. Red Bank, NJ Sep 2011 - Jan 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2013
S65 NASAA Investment Advisors Law Examination Nov 2014
Contact Info for David M. Shave
Phone Number: 800-543-6611
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    2,196
    MILLIONS
  • Total Number of Accounts
    25,384
    ACCOUNTS
  • Average Account Value
    $86,500
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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
92
Clean Record
This advisor has a clean track record with regulators.

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