David Sorrentino is a registered investment advisor at N.N.A.I.A, based in Syosset, NY, with 19 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.
Compensation
Firm Size
IM Fee
Fee Structure
N.N.A.I.A. charges a fixed fee between $2,500 and $15,000, or an hourly fee of $250 to $350 for financial planning services. In limited circumstances, the total cost could potentially exceed $15,000. A retainer fee of up to 50% may be requested in limited cases.
Location
6900 Jericho Turnpike, Suite 300, Syosset, NY, 11791
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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 →Employment History
Current Registrations
N.N.A.I.A
Previous Registrations
Sandlapper Wealth Management, LLC
Sandlapper Securities, LLCBroker
Capital Investment Advisory Services, LLC
Cic Advisers, LLC
Capital Investment Group, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations2 states
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.