David IanniCRD Number: 1056053
Current Firm: Cadaret Grant & Co Inc.
David Ianni (CRD# 1056053) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Rochester, NY and has over 23 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Cadaret, Grant & Company, Inc.||Rochester, NY||Mar 2011 - Current||6|
|Beltz, Ianni & Associates, LLC||Rochester, NY||Sep 2001 - Current||15|
|Axa Advisors, LLC||New York, NY||Jun 2005 - Mar 2011||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1993|
|S65||NASAA Investment Advisors Law Examination||Aug 1999|
Total Assets Under Management3,475MILLIONS
Total Number of Accounts18,688ACCOUNTS
Average Account Value$185,929
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV