Mirsky Financial Management Corp.

Mirsky Financial Management Corp. (CRD# 166061) is a financial advisory firm headquartered in Rochester, NY. They manage $143,821,380 in 367 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.


Financial Advisors at Mirsky Financial Management Corp.
Showing 1 - 1 of 1 top financial advisors.
David B. Mirsky
CRD#: 2122683
130c Linden Oaks, Rochester, NY 14625

David Mirsky (CRD# 2122683) is an Investment Advisor Representative working at Mirsky Financial Management Corp. in Rochester, NY and has over 24 years of experience in the finance industry. David Mirsky 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.

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