David BerardCRD Number: 6099068
Current Firm: Fogel Capital Management Inc.
David Berard (CRD# 6099068) is an Investment Advisor Representative working at Fogel Capital Management Inc. in Stuart, FL and has over 4 years of experience in the finance industry.
Legend Advisory Corporation
Lincoln Financial Advisors Corporation
|Fogel Capital Management Inc.||Stuart, FL||Feb 2012 - Current||5|
|Georgie Girl LLC||Stuart, FL||May 2011 - Nov 2011||< 1|
|Unemployed||Stuart, FL||Jan 2011 - Apr 2011||< 1|
|University Of Rhode Island||Kingston, RI||Sep 2006 - Dec 2010||4|
|Adams Folly LLC||Stuart, FL||May 2009 - Sep 2010||1|
|Patsea Vii Inc.||Stuart, FL||May 2008 - Sep 2008||< 1|
|Gm Construction LLC||Stuart, FL||May 2007 - Sep 2007||< 1|
|Never Enough Enterprise||Coral Gables, FL||May 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2013|
Total Assets Under Management285MILLIONS
Total Number of Accounts511ACCOUNTS
Average Account Value$557,730
- A percentage of assets under your management
- Performance-based fees
- 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)
FL, NJ, NY
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