Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
377 clients
Average Client Portfolio
$506.5M average
Assets Under Management
$191.0B

Fee Structure

Financial Planning:Investment management only
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Location

2005 Market Street, Philadelphia, PA, 19103-7098

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David owns investment/rental property since 2004, spending minimal time on it. He is also a shareholder in Raging Wire Enterprise Solutions since 2005.

Employment History
Current Registrations
Macquarie Investment Management Business Trust
April 2020 - Present · 5 yrs 10 mos
Delaware Distributors, L.P.
January 2010 - Present · 16 yrs 1 mo
Delaware Distributors, L.P.Broker
January 2010 - Present · 16 yrs 1 mo
Previous Registrations
Delaware Capital Management Advisers, INC
January 2010 - April 2020 · 10 yrs 3 mos
Lincoln Financial Distributors, INC.
February 2006 - December 2009 · 3 yrs 10 mos
Lincoln Financial Distributors, INC.Broker
June 2005 - December 2009 · 4 yrs 6 mos
Enterprise Fund Distributors, INC.Broker
August 1998 - May 2005 · 6 yrs 9 mos
State Registrations2 states
NJPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
David Joseph Fiorita - Financial Advisor | TrueAdvisor