David Gradzki (CRD# 7403971) is an Investment Advisor Representative working at Roffman Miller Associates Inc. in Philadelphia, PA and has over 2 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 1272342
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Roffman Miller | Philadelphia, PA | Jun 2021 - Current | 2 |
| Pace University | New York, NY | Jan 2021 - Current | 3 |
| Lrae Global | Austin, TX | May 2021 - Jun 2021 | < 1 |
| Unemployed Due To Covid | New York, NY | Mar 2020 - May 2021 | 1 |
| Lrae Global | Austin, TX | Nov 2020 - Dec 2020 | < 1 |
| Hei Hotels | Norwalk, CT | Aug 2019 - Mar 2020 | < 1 |
| Neuman's Kitchen | Long Island City, NY | Nov 2017 - Oct 2019 | 1 |
| Elegant Affairs Caterers | Glen Cove, NY | Jul 2017 - Jul 2019 | 2 |
| Apogee Events | New York, NY | Apr 2013 - Dec 2017 | 4 |
| Signpost | New York, NY | Oct 2016 - May 2017 | < 1 |
| Hunter College | New York, NY | Jun 2011 - Jul 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- PA
-
Total Assets Under Management2,484MILLIONS
-
Total Number of Accounts1,458ACCOUNTS
-
Average Account Value$1,703,717
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, CO, CT, DE, FL, IL, LA, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA
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