David Konikow
Professional summary
David Konikow, ChFC®, CLU® is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Livingston, New Jersey and VALMARK SECURITIES, INC. located in Livingston, New Jersey.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. David has worked at 5 firms and has passed the Series 66, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Konikow's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 14, 2004 - Present
VALMARK ADVISERS, INC.
Office #1: 354 Eisenhower Parkway Suite 2500, Livingston, NJ 07039February 2, 2004 - Present
VALMARK SECURITIES, INC.
Office #1: 354 Eisenhower Parkway Plaza Ii, Suite 2700, Livingston, NJ 07039July 23, 2002 - February 19, 2004
WALNUT STREET ADVISERS INC
December 12, 2001 - February 19, 2004
WALNUT STREET SECURITIES, INC.
November 21, 2000 - November 14, 2001
NEW ENGLAND SECURITIES
Primary Firm SEC Registration
VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/25/2023)
(1/7/2021)
(2/2/2022)
(1/4/2019)
(2/2/2004)
(4/14/2004)
(2/14/2004)
(1/9/2025)
(7/19/2024)
(10/10/2024)
(1/13/2025)
(1/21/2025)
Exams
FINRA
Current Firm
VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
