David DirksCRD 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.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|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|
Total Assets Under Management105MILLIONS
Total Number of Accounts233ACCOUNTS
Average Account Value$450,186
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, LA, MA, NY, WA
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