Davidsharek.com

Davidsharek.com (CRD# 144822) is a financial advisory firm headquartered in New York, NY. They manage $5,182,420 in 37 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $140,065
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MS, NY, TN

Financial Advisors at Davidsharek.com
Showing 1 - 1 of 1 top financial advisors.
1
David E. Sharek
CRD#: 3208420
230 E. 30th Street, Suite 15g, New York, NY 10016
83
Wealthminder
score

David Sharek (CRD# 3208420) is an Investment Advisor Representative working at Davidsharek.com in New York, NY and has over 17 years of experience in the finance industry.

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