David Fletcher, financial advisor Ronkonkoma NY

David Fletcher

CRD Number: 7356460
Current Firm: Tsg Alpha Partners, LLC

David Fletcher (CRD# 7356460) is an Investment Advisor Representative working at Tsg Alpha Partners, LLC in Ronkonkoma, NY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Tsg Alpha Partners, LLC Ronkonkoma, NY Mar 2024 - Current < 1
The Spaventa Group Ronkonkoma, NY Jun 2021 - Current 2
Spartan Capital Securities, LLC New York, NY Jun 2020 - Jun 2021 1
Catch Steak New York, NY Oct 2019 - Mar 2020 < 1
Wolfgang's New York, NY Sep 2017 - Oct 2019 2
Del Friscos New York, NY Nov 2012 - Jun 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2023
S65 NASAA Investment Advisors Law Examination Feb 2024
Contact Info for David E. Fletcher
Phone Number: 631-403-5364
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    143
    ACCOUNTS
  • Average Account Value
    $26,298
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

LA, NJ, NY, TX

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