David Zak, financial advisor Riverhead NY

David Zak

CRD Number: 7022480
Current Firm: Raymond James Financial Services Advisors, Inc.

David Zak (CRD# 7022480) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Riverhead, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. Riverhead, NY Jun 2019 - Current 3
Raymond James Financial Service, Inc. Riverhead, NY Jun 2019 - Current 3
Leiser Associates, LLC Riverhead, NY Sep 2018 - Current 4
Leiser Associates, LLC Riverhead, NY Sep 2018 - Current 4
2008 Irrevocable Trust Southampton, NY May 2008 - Current 14
Raymond James Financial Services, Inc. Riverhead, NY Sep 2018 - Jun 2019 < 1
Riverhead Toyota Riverhead, NY Sep 2015 - Sep 2018 3
Atlantic Toyota Amityville, NY Nov 2014 - Sep 2015 < 1
Bristal @ Lynbrook Lynbrook, NY Apr 2006 - Oct 2014 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for David S. Zak
Phone Number: 727-567-3020
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    245,249
    MILLIONS
  • Total Number of Accounts
    932,793
    ACCOUNTS
  • Average Account Value
    $262,919
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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, VI, VT, WA, WI, WV, WY

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