David DownCRD Number: 1901538
Current Firm: Mid Atlantic Financial Management, Inc.
David Down (CRD# 1901538) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Pittsburgh, PA and has over 25 years of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Stonehaven Energy, LLC||Pittsburgh, PA||Aug 2006 - Current||11|
|Zhw Oil & Gas, Inc.||Pittsburgh, PA||Sep 2003 - Current||14|
|8th Floor Oil & Gass Associates, Inc.||Pittsburgh, PA||Apr 2003 - Current||15|
|Mid Atlantic Capital Group||Pittsburgh, PA||May 1999 - Current||19|
|Mid Atlantic Capital Corporation||Pittsburgh, PA||Sep 1997 - Current||20|
|Mid Atlantic Financial Management, Inc.||Pittsburgh, PA||Mar 1997 - Current||21|
|Gua Uniontown Capital Corporation||Pittsburgh, PA||Mar 1997 - Current||21|
|Mid Atlantic Financial Management, Inc.||Pittsburgh, PA||Apr 1994 - Current||24|
|Mid Atlantic Capital Corporation||Pittsburgh, PA||Oct 1988 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1992|
Total Assets Under Management1,865MILLIONS
Total Number of Accounts7,191ACCOUNTS
Average Account Value$259,366
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, VI, VT, WA, WI, WV, WY
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