David D'alessandro (CRD# 6085394) is an Investment Advisor Representative working at Axiom Private Wealth, LLC in Charlotte, NC and has over 9 years of experience in the finance industry. David D'alessandro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Axiom Private Wealth, LLC | Charlotte, NC | Feb 2020 - Current | 4 |
| Robert W Baird & Co | Charlotte, NC | Sep 2016 - Feb 2020 | 3 |
| Ubs | Weehawken, NJ | Jun 2013 - Aug 2016 | 3 |
| Bucknell University | Lewisburg, PA | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- MA
- NY
- NC
-
Total Assets Under Management56MILLIONS
-
Total Number of Accounts111ACCOUNTS
-
Average Account Value$507,140
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA, NC, NY
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