David FreimanCRD Number: 3173789
Current Firm: Pnc Investments
David Freiman (CRD# 3173789) is an Investment Advisor Representative working at Pnc Investments in Philadelphia, PA and has over 17 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Pnc Bank||Philadelphia, PA||Nov 2012 - Current||3|
|Pnc Investments LLC||Pittsburgh, PA||Nov 2012 - Current||3|
|Marriott||Philadelphia, PA||Jan 1997 - Current||19|
|Santander Securities LLC||Guaynabo, PR||Sep 2012 - Nov 2012||< 1|
|Sovereign Bank||Newtown, PA||Jul 2012 - Nov 2012||< 1|
|Lpl Financial||Newtown, PA||Jul 2012 - Sep 2012||< 1|
|Ameriprise Financial Services Inc.||Voorhees, NJ||Aug 2011 - Jul 2012||< 1|
|Wachovia Securities, LLC||Summit, NJ||May 2003 - Apr 2011||7|
|Wachovia Bank, N.a.||Summit, NJ||Apr 2003 - Apr 2011||8|
|Hyperion Bank||Philadelphia, PA||Feb 2011 - Mar 2011||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1999|
|S65||NASAA Investment Advisors Law Examination||Jun 2002|
Total Assets Under Management11,195MILLIONS
Total Number of Accounts78,826ACCOUNTS
Average Account Value$142,023
- A percentage of assets under your management
- 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)
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.