DK
DK

David Katz

12 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingEducation PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
2,822 clients
Average Client Portfolio
$679K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$10K
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Location

Easton, CT

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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 ActivitiesSells Insurance

David works as an insurance broker for ACSIA Partners and an insurance agent for UnitedHealthcare Medical Solutions. These activities take up his full time.

Employment History
Current Registrations
Moneco Advisors
October 2014 - Present · 11 yrs 4 mos
Previous Registrations
LPL Financial LLC
June 2013 - April 2016 · 2 yrs 10 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.
David Katz - Financial Advisor | TrueAdvisor