David Friedman (CRD# 3152351) is an Investment Advisor Representative working at Clarfeld in Plam Beach, FL and has over 25 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clarfeld Financial Advisors, LLC | Palm Beach, FL | Jan 2024 - Current | < 1 |
| Citizens Bank, N.a. | Palm Beach, FL | Jan 2024 - Current | < 1 |
| Glenmede Trust, N.a. | West Palm Beach, FL | Oct 2019 - Dec 2023 | 4 |
| Bny Mellon, N.a. | Boca Raton, FL | Jul 2013 - Oct 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1999 |
- FL
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Total Assets Under Management9,516MILLIONS
-
Total Number of Accounts4,456ACCOUNTS
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Average Account Value$2,135,523
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OH, OR, PA, PR, RI, SC, TX, VA, VT, WA, WY
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