DG
David M. Guss
IPG INVESTMENT ADVISORS
LA JOLLA, CA 92037
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CRD#: 1211800
DG
Professional summary
David Mayer Guss is a registered financial advisor currently at IPG INVESTMENT ADVISORS, LLC located in La Jolla, California.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. David has worked at 2 firms and has passed the SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Interwest Capital Corporation, Investment Related - Interwest specializes in the acquisition, repositioning and asset management of commercial real estate as well as debt collateralized by real estate, located at 7724 Girad Ave. La Jolla, CA. Board Member and Partner, since 2004, devotes 2 hours a week within business hours attending board and share holder meetings.
2. Lapiz Properties Group; Tron equity Corp and Corfu equity group -Hard Real Estate investment related- located at 7596 Eads Av, La Jolla, CA 92037 Commercial Building, Limited partner since 1998 no time devoted within business or otherwise, officer and director as well as limited partner responsibilites.
3.Yquem Equity Corporation, comercial real estate building investment related. 7596 Eads La Jolla, CA - general partner since 1998, no time devoted during business hous, duties are outsorced.
4. On Broadway Holdings - investment related, 7724 Girard Avenue, La Jolla, CA real estate investment, managing member, August 2008; two hours per month.
5 DG Investments, passive investment related, 7596 Eads Av., La Jolla, CA., piv since 2004, no time spent within business hours, mananging member.
6. Southwest Trade Services - Trade Facility,7596 Eads Avenue, La Jolla, CA, lending and trading services, director and shareholder since 2007, 1 hour a month attending meetings.
7. Pacifica La Jolla Corporation - real estate investment related property - 7596 Eads La Jolla, Officer - 6 hrs per year- oversee the matters of the property.
8. Drury Lane Art Fund LLC, Park City UT, private art fund, does not devote any time within business hours, general partner and investor.
9. Aledria LP., 8596 Eads Ave., la Jolla CA general partner and limited partner of family enterprise, no time allocated during business hours, passive investment.
CRS (Client Relationship Summary) - RIA
Click below to view David Mayer Guss's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 12, 2023 - Present
IPG INVESTMENT ADVISORS, LLC
Office #1: 7596 Eads Avenue Suite 105, La Jolla, CA 92037RIA
CRD#: 152990
LA JOLLA, CA
Past
April 8, 2010 - December 31, 2022
IPG INVESTMENT ADVISORS, LLC
RIA
CRD#: 152990
LA JOLLA, CA
Past
July 31, 1984 - March 13, 2017
INVESTMENT PLACEMENT GROUP
BD
CRD#: 14458
SAN DIEGO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
II
IPG INVESTMENT ADVISORS, LLC
IPG INVESTMENT ADVISORS, LLC
CRD#: 152990 / SEC#: 801-71104
RIA
Registered Investment Advisory firm - (3/3/2010 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(1/12/2023)
Exams
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
II
IPG INVESTMENT ADVISORS, LLC
IPG INVESTMENT ADVISORS, LLC
CRD#: 152990 / SEC#: 801-71104
RIA
Registered Investment Advisory firm - (3/3/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
501 West Broadway Suite 1350, San Diego, CA 92101
Mailing Address
Phone number
(619) 326-1200
Established
Firm type
Fiscal year end
# of Employees
39
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,154 |
| AUM (Assets Under Management) | $ 3,818,509,733 |
Red Flags
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