David Ferris, financial advisor Marlborough MA

David Ferris

CRD Number: 2936882
Current Firm: Ferris Capital, LLC

David Ferris (CRD# 2936882) is an Investment Advisor Representative working at Ferris Capital, LLC in Marlborough, MA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Ferris Capital LLC Marborough, MA Oct 2012 - Current 8
Bank Of America,na Westborough, MA Dec 2009 - Current 11
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston , MA Sep 2002 - Current 18
Purshe Kaplan Sterling Investments Albany, NY Oct 2012 - Mar 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 1997
Contact Info for David M. Ferris
Phone Number: (508) 281-5200
Registered State(s):
  • CA
  • MA
By the Numbers
  • Total Assets Under Management
    681
    MILLIONS
  • Total Number of Accounts
    581
    ACCOUNTS
  • Average Account Value
    $1,171,452
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, MA, NH, NY, TX

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