David Lenvin, financial advisor Snoqualmie WA

David Lenvin

CRD Number: 5354636
Current Firm: Equitable Advisors, LLC

David Lenvin (CRD# 5354636) is an Investment Advisor Representative working at Equitable Advisors, LLC in Snoqualmie, WA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Equitable Advisors, LLC New York, NY Jun 2007 - Current 16
Axa Advisors,llc New York, NY Jun 2007 - Jun 2020 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for David N. Lenvin
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • AZ
  • CA
  • FL
  • HI
  • MI
  • MT
  • OR
  • SC
  • TX
  • VA
  • WA
  • WI
By the Numbers
  • Total Assets Under Management
    27,251
    MILLIONS
  • Total Number of Accounts
    77,076
    ACCOUNTS
  • Average Account Value
    $353,557
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY

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