David Alfano is a registered investment advisor at Archer Investment Corporation, based in Old Greenwich, CT, with 27 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,640 clients with $900M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Fees may be negotiable. Archer may charge lesser or more on each account up to a 1% investment management fee based upon certain criteria.
Fee Estimator
Location
3 Boulder Ave, Old Greenwich, CT, 06870
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Regulatory History
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.
Learn about disclosures →Other Business Activities
David works as a CPA for Alfano & Co. since 1991, providing CPA services. This is a full-time commitment.
Employment History
Current Registrations
Archer Investment Corporation
Previous Registrations
Cambridge Investment Research Advisors, INC.
Archer Investment Corporation
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
1st Global Capital CORP.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.