David Sommer, financial advisor Mayfield Heights OH

David Sommer

CRD Number: 4648614
Current Firm: St. Clair Advisors, LLC

David Sommer (CRD# 4648614) is an Investment Advisor Representative working at St. Clair Advisors, LLC in Mayfield Heights, OH and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
St. Clair Advisors, LLC Mayfield Heights, OH Oct 2010 - Current 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for David W. Sommer
Phone Number: 440-925-5670
Registered State(s):
  • FL
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    744
    MILLIONS
  • Total Number of Accounts
    578
    ACCOUNTS
  • Average Account Value
    $1,287,343
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, CO, FL, OH, TX

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