David Scafa (CRD# 3230582) is an Investment Advisor Representative working at Avantax Advisory Services in Princeton Junction, NJ and has over 24 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Scafa Professional Center, LLC | Pennington, NJ | Sep 2010 - Current | 13 |
Avantax Insurance Agency, LLC | Pennington, NJ | Oct 2000 - Current | 23 |
Avantax Advisory Services | Pennington, NJ | Nov 1999 - Current | 24 |
Avantax Investment Services, Inc. | Pennington, NJ | Jul 1999 - Current | 24 |
David J. Scafa, Cpa | Pennington, NJ | Jan 1981 - Current | 43 |
David J. Scafa, Cpa, Pfs | Pennington, NJ | Jan 1981 - Current | 43 |
David J. Scafa, Cpa, Pfs | Pennington, NJ | May 1999 - Jan 2023 | 23 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1999 |
- NJ
-
Total Assets Under Management30,968MILLIONS
-
Total Number of Accounts123,393ACCOUNTS
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Average Account Value$250,972
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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