David Gaistman, financial advisor San Diego CA

David Gaistman

CRD Number: 5049048
Current Firm: Ipg Investment Advisors, LLC

David Gaistman (CRD# 5049048) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in San Diego, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Ipg Investment Advisors, LLC San Diego, CA Mar 2010 - Current 11
Investment Placement Group San Diego, CA Dec 2004 - Current 17
Degai Textil Sa De Cv Mexico, Nov 1993 - Current 28
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2006
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.

Get Details on the FINRA Advisor Check site
Contact Info for David Gaistman
Phone Number: 619-326-1200
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,369
    MILLIONS
  • Total Number of Accounts
    920
    ACCOUNTS
  • Average Account Value
    $2,574,970
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, IN, MA, NY, TX

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