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 5 years of experience in the finance industry.

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Company Name Location Dates Years
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
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


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Clean Record
This advisor has a clean track record with regulators.

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