David Dirks, financial advisor Newton Center MA

David Dirks

CRD Number: 5136209
Current Firm: Plum Street Advisors, LLC

David Dirks (CRD# 5136209) is an Investment Advisor Representative working at Plum Street Advisors, LLC in Newton Center, MA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Plum Street Advisors, LLC Needham, MA Nov 2016 - Current 5
The Bank Of New York Mellon Boston, MA Jan 2009 - Current 13
Mellon Capital Management Corporation Boston, MA Jan 2009 - Current 13
Mbsc Securities Corporation Boston, MA Jul 2007 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2006
S65 NASAA Investment Advisors Law Examination Mar 2017
Contact Info for David Dirks
Phone Number: 504-517-5107
Registered State(s):
  • CA
  • FL
  • LA
  • MA
  • NY
  • WA
Current Firm Details
Plum Street Advisors, LLC
Firm's CRD Number: 283917
By the Numbers
  • Total Assets Under Management
    105
    MILLIONS
  • Total Number of Accounts
    233
    ACCOUNTS
  • Average Account Value
    $450,186
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States

CA, FL, LA, MA, NY, WA

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