David ZollCRD Number: 1107443
Current Firm: Fieldpoint Private Securities LLC
David Zoll (CRD# 1107443) is an Investment Advisor Representative working at Fieldpoint Private Securities LLC in New York, NY and has over 34 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Fieldpoint Private Securities, LLC||Westport, CT||Jun 2012 - Current||5|
|Barclays Capital Inc.||New York, NY||Mar 2009 - Jun 2012||3|
|Parentgiving, Inc.||Montclair, NJ||Dec 2008 - Mar 2009||< 1|
|Dz Development Group, LLC||Ridgewood, NJ||Aug 2007 - Mar 2009||1|
|Semi-retired||Ridgewood, NJ||Apr 2007 - Jul 2007||< 1|
|Ubs Financial Services Inc.||Weehawken, NJ||Oct 2005 - Mar 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1983|
|S65||NASAA Investment Advisors Law Examination||Apr 1997|
Total Assets Under Management1,918MILLIONS
Total Number of Accounts2,667ACCOUNTS
Average Account Value$719,102
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CT, FL, IL, MD, MN, MO, NC, NH, NJ, NM, NY, PA, TX, VA
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