David Zastenchik (CRD# 7707490) is an Investment Advisor Representative working at Quint Investments And Insurance in Poughkeepsie, NY and has 1 year of experience in the finance industry. David Zastenchik has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7025158
Oppenheimer & Company Inc.
CRD# 5619407
Edward Jones
CRD# 5727035
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Quint Investments And Insurance | Poughkeepsie, NY | Feb 2023 - Current | 1 |
| Hudson Valley Wealth Management Group | Poughkeepsie, NY | Feb 2023 - Current | 1 |
| Mehl, Zastenchik & Associates, LLC | Poughkeepsie, NY | Sep 2016 - Current | 7 |
| Cosimos Restaurant Group | Poughkeepsie, NY | May 2012 - Dec 2018 | 6 |
| The Tax Alternative Group LLC | Poughkeepsie, NY | Jan 2016 - Sep 2016 | < 1 |
| Kirshon & Company, Pc | Poughkeepsie, NY | Jun 2015 - Oct 2015 | < 1 |
- NY
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Total Assets Under Management56MILLIONS
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Total Number of Accounts338ACCOUNTS
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Average Account Value$165,610
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CT, NY
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