David Piano (CRD# 5994833) is an Investment Advisor Representative working at Piano Wealth Management in Victor, NY and has over 12 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Piano Wealth Management | Victor, NY | Mar 2022 - Current | 2 |
| Nexus Capital, LLC | Pittsford, NY | Jun 2017 - Mar 2022 | 4 |
| Nexus Capital LLC | Pittsford, NY | Jun 2017 - Jun 2021 | 4 |
| Merrill Lynch | Pittsford, NY | Jan 2012 - Jun 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2012 |
- NY
-
Total Assets Under Management37MILLIONS
-
Total Number of Accounts81ACCOUNTS
-
Average Account Value$458,799
- 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
NY
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