David Berard, financial advisor Stuart FL
90 score

David Berard

CRD 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 3 years of experience in the finance industry.

Similar Advisors
Robert Silvani, financial advisor Stuart FL
Robert E. Silvani
CRD# 1009276
Morgan Stanley
Similar Advisors
James Anna, financial advisor Stuart FL
James Anna
CRD# 2139200
Legend Advisory Corporation
Similar Advisors
Mary Askland, financial advisor Stuart FL
Mary G. Askland
CRD# 3038660
Lincoln Financial Advisors Corporation
Company Name Location Dates Years
Fogel Capital Management Inc. Stuart, FL Feb 2012 - Current 4
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
Contact Info for David A. Berard
Phone Number: 772-223-9686
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.