David MoskovitzCRD Number: 3011894
Current Firm: Park Avenue Securities LLC
David Moskovitz (CRD# 3011894) is an Investment Advisor Representative working at Park Avenue Securities LLC in Newtown, PA and has over 18 years of experience in the finance industry.
Cypress Financial Planning
Academy Wealth Advisers, LLC
Dedicated Investment Advisers LLC
|Guardian Life Insurance Co Of America||Newtown, PA||Jun 2012 - Current||4|
|Park Avenue Securites LLC||Newtown, PA||Jun 2012 - Current||4|
|One Resource Group||Ft Wayne, IN||Oct 2002 - Current||14|
|Park Avenue Securities||West Chester, PA||Jul 2007 - Jun 2012||4|
|Guardian Life Insurance Company Of America||West Chester, PA||Jul 2007 - Jun 2012||4|
|Fish Financial LLC||Bethlehem, PA||Mar 2005 - Dec 2010||5|
|Minnesota Life Insurance Company||St Paul, MN||Apr 2004 - Jul 2007||3|
|Securian Financial Services Inc.||St Paul, MN||Apr 2004 - Jul 2007||3|
|Legacy Planning||Wayne, PA||Apr 2004 - Jul 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
|S65||NASAA Investment Advisors Law Examination||Oct 2004|
Total Assets Under Management6,646MILLIONS
Total Number of Accounts39,311ACCOUNTS
Average Account Value$169,065
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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