David SachsCRD Number: 1957528
Current Firm: Stifel, Nicolaus & Company, Incorporated
David Sachs (CRD# 1957528) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in New York, NY and has over 12 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Cfs Investment Advisory Services LLC
|Stifel, Nicolaus & Company, Incorporated||St. Louis, MO||Dec 2015 - Current||2|
|Barclays Capital Inc.||New York, NY||Aug 2014 - Dec 2015||1|
|Lazard Capital Markets LLC||New York, NY||Apr 2010 - Aug 2014||4|
|Merlin Securities LLC||New York, NY||Jun 2009 - Apr 2010||< 1|
|Rbc Capital Markets Corporation||New York, NY||Jan 2007 - Jun 2009||2|
|Carlin Equities LLC||New York, NY||Feb 2006 - Jan 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2005|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management53,887MILLIONS
Total Number of Accounts141,170ACCOUNTS
Average Account Value$381,719
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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