David Alfano, financial advisor Old Greenwich CT
93 score

David Alfano

CRD Number: 3061144
Current Firm: Archer Investment Corporation

David Alfano (CRD# 3061144) is an Investment Advisor Representative working at Archer Investment Corporation in Old Greenwich, CT and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Archer Investment Corporation Indianapolis, IN Nov 2017 - Current < 1
Ameriprise Financial Services, Inc. Paramus, NJ Sep 2015 - Current 2
Alfano & Company Cpa LLC Old Greenwich, CT Jan 1995 - Current 23
Securities America Advisors, Inc. Montvale, NJ Apr 2008 - Sep 2015 7
Securities America, Inc. Old Greenwich, CT Feb 2004 - Sep 2015 11
Alfano Wealth Advisors, LLC Old Greenwich, CT Jan 2000 - Sep 2015 15
David F Alfano Cpa Old Greenwich, CT Apr 1996 - Sep 2015 19
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2008
S66 NASAA Uniform Combined State Law Examination Feb 1999
Contact Info for David F. Alfano
Phone Number: 317-581-1776
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    278
    MILLIONS
  • Total Number of Accounts
    800
    ACCOUNTS
  • Average Account Value
    $347,500
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, ID, IL, IN, MA, MD, ME, MI, MN, MO, NC, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA

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

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