David SalzbergCRD Number: 5978502
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
David Salzberg (CRD# 5978502) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manchester, NH and has over 6 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Signator Investors, Inc.
|Bank Of America, N.a.||Manchester, NH||Jan 2012 - Current||6|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Manchester, NH||Aug 2011 - Current||6|
|Salzberg Consulting Services - Self Employed||Hopkinton, NH||Mar 2011 - Aug 2011||< 1|
|Autotask Corporation||East Greenbush, NY||Jan 2006 - Mar 2011||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2011|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY