David Tenenbaum, financial advisor Mine Hill NJ
93 score

David Tenenbaum

CRD Number: 3052554
Current Firm: Pfs Partners, LLC

David Tenenbaum (CRD# 3052554) is an Investment Advisor Representative working at Pfs Partners, LLC in Mine Hill, NJ and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Leigh Baldwin & Company, LLC Cazenovia, NY Nov 2015 - Current 2
Pfs Partners, LLC Mine Hill, NJ Jan 2013 - Current 4
Squire Retirement Plans Verona, NJ Apr 2003 - Current 14
Linsco/private Ledger Corp Mine Hill, NJ Feb 2004 - Nov 2015 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2004
S65 NASAA Investment Advisors Law Examination Feb 2009
Contact Info for David N. Tenenbaum
Phone Number: 973-927-6300
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    188
    MILLIONS
  • Total Number of Accounts
    884
    ACCOUNTS
  • Average Account Value
    $213,180
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
  • Pension consulting services
Types of Clients
Registered States

CA, CO, FL, NC, NH, NJ, NY, PA, SC, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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