David Gallers, financial advisor Mt Kisco NY

David Gallers

CRD Number: 4467295
Current Firm: Wealthspring Capital LLC

David Gallers (CRD# 4467295) is an Investment Advisor Representative working at Wealthspring Capital LLC in Mt Kisco, NY and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Wealthspring Capital LLC New York, NY Mar 2019 - Current 1
Mavros Holdings New York, NY Jan 2014 - Current 6
Ubs Stamford, CT May 2010 - Current 10
Columbia Classics Corp. Cedarhurst, NY Jan 2013 - Mar 2019 6
Lucidus Capital Partners New York, NY Apr 2013 - Dec 2013 < 1
Ubs New York, NY Apr 2010 - Dec 2012 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
S65 NASAA Investment Advisors Law Examination Apr 2019
Contact Info for David M. Gallers
Phone Number: (646) 975-2114
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    248
    MILLIONS
  • Total Number of Accounts
    222
    ACCOUNTS
  • Average Account Value
    $1,115,664
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CO, CT, FL, GA, MA, MI, NH, NJ, NY, PA, TN, TX, WY

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