David Fedrizzi, financial advisor Rochester NY
83 score

David Fedrizzi

CRD Number: 1261312
Current Firm: Advice And Planning Services

David Fedrizzi (CRD# 1261312) is an Investment Advisor Representative working at Advice And Planning Services in Rochester, NY and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Ithica, NY Dec 2006 - Current 10
Tiaa-cref Individual & Institutional Services, LLC Ithaca, NY Dec 2006 - Current 10
Equico Securities, Inc. Rochester, NY May 2002 - Jan 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1985
S65 NASAA Investment Advisors Law Examination Feb 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for David S. Fedrizzi
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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

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BADGES
83

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