David MoscardelliCRD Number: 4560513
Current Firm: Raymond James Financial Services Advisors, Inc.
David Moscardelli (CRD# 4560513) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mount Pleasant, MI and has over 14 years of experience in the finance industry.
Mid Atlantic Financial Management, Inc.
Northwestern Mutual Investment Services,llc
Questar Asset Management, Inc.
|Raymond James Financial Services Advisors, Inc.||Mt Pleasant, MI||Mar 2011 - Current||6|
|Isabella Bank||Mt Pleasant, MI||Feb 2007 - Current||10|
|Raymond James Financial Services||Mt. Pleasant, MI||Feb 2007 - Current||10|
|Edward Jones||Mt. Pleasant, MI||Jul 2002 - Feb 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2002|
|S65||NASAA Investment Advisors Law Examination||Oct 2010|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV