David Abitz, financial advisor Palm Beach Gardens FL

David Abitz

CRD Number: 2650834
Current Firm: Convergence Investment Partners, LLC

David Abitz (CRD# 2650834) is an Investment Advisor Representative working at Convergence Investment Partners, LLC in Palm Beach Gardens, FL and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Convergence Investment Partners, LLC Mequon, WI Dec 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1996
S65 NASAA Investment Advisors Law Examination Sep 1995
Contact Info for David J. Abitz
Phone Number: 561-494-8001
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    203
    MILLIONS
  • Total Number of Accounts
    336
    ACCOUNTS
  • Average Account Value
    $605,191
Compensation Options
  • A percentage of assets under your management
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

CA, CO, FL, KS, MO, NH, NJ, NY, OK, TX, WI

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