David Alfano (CRD# 3061144) is an Investment Advisor Representative working at Archer Investment Corporation in Old Greenwich, CT and has over 25 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Archer Investment Corporation | Carmel, IN | Mar 2020 - Current | 4 |
| Alfano & Company Cpa LLC | Old Greenwich, CT | Jan 1995 - Current | 29 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2020 - Mar 2020 | < 1 |
| Archer Investment Corporation | Indianapolis, IN | Nov 2017 - Jan 2020 | 2 |
| Ameriprise Financial Services, Inc. | Paramus, NJ | Sep 2015 - Nov 2017 | 2 |
| 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 |
- CT
-
Total Assets Under Management749MILLIONS
-
Total Number of Accounts3,810ACCOUNTS
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Average Account Value$196,642
- A percentage of assets under your management
- 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
- Pension consulting services
AK, AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
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