David Scafa, financial advisor Princeton Junction NJ

David Scafa

CRD Number: 3230582
Current Firm: Avantax Advisory Services

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.

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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
Contact Info for David J. Scafa
Phone Number: 972-870-6000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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