David NealCRD Number: 4560637
Current Firm: Coburn & Meredith, Inc.
David Neal (CRD# 4560637) is an Investment Advisor Representative working at Coburn & Meredith, Inc. in Simsbury, CT and has over 12 years of experience in the finance industry.
Barron Financial Group, LLP
Garrett Investment Advisors, LLC
|Coburn & Meerdith Inc.||Simsbury, CT||Sep 2015 - Current||1|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Sep 2015||< 1|
|Morgan Stanley Smith Barney||Hartford, CT||Jul 2012 - Sep 2015||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Hartford, CT||Jul 2005 - Jul 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2005|
|S65||NASAA Investment Advisors Law Examination||Aug 2005|
Total Assets Under Management286MILLIONS
Total Number of Accounts1,563ACCOUNTS
Average Account Value$182,959
- 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
- Selection of other advisers (including private fund managers)
CA, CO, CT, DC, DE, FL, IL, KS, KY, MA, MD, MN, MO, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, VA, VT, WV
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