TrueAdvisor
TrueAdvisor
DS
DS

Daniel Felix Shvartsman

Associated Investment Services, INC.
19 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Associated Investment Services, INC.
Compensation
Fee-Only (AUM)
Firm Size
40 advisors
Number of Clients
3,655 clients
Average Client Portfolio
$274K average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$5K

Location

222 N Wisconsin Street, Port Washington, WI, 53074

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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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Employment History
Current Registrations
Associated Investment Services, INC.Broker
May 2006 - Present · 19 yrs 9 mos
Associated Investment Services, INC.
May 2006 - Present · 19 yrs 9 mos
Previous Registrations
Ids Life Insurance CompanyBroker
January 2005 - March 2005 · 2 mos
American Express Financial Advisors INC.Broker
January 2005 - March 2005 · 2 mos
State Registrations17 states
AZCACOFLGAILMDMIMNMONCNVNYOHPATXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.