David Bendix
CFP®Professional Summary
David Bendix, CFP® is a registered financial advisor currently at THE BENDIX FINANCIAL GROUP, INC. located in Garden City, New York and OSAIC WEALTH, INC. located in Garden City, New York. David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. David has worked at 3 firms and has passed the Series 63, Series 52TO, SIE, Series 7, Series 6, Series 53 and Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Insurance Planning
- Retirement Planning
- Comprehensive Financial Planning
- Investment Planning
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
36 years in the financial services industry
Current & Past Employments
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Current Firm
THE BENDIX FINANCIAL GROUP, INC.
Contact Information
Main Address
585 Stewart Ave., Suite 314, Garden City, NY 11530Phone Number
(516) 228-8300# of Employees
4SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
211AUM (Assets Under Management)
$196,644,826Similar Advisors
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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.
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Primary Firm SEC Registration
THE BENDIX FINANCIAL GROUP, INC.
State Registrations and Notice Filings
(3/24/2003)
(11/18/1993)
(8/20/2013)
(3/31/1998)
(10/16/2023)
(1/28/2016)
(4/3/1998)
(8/20/2021)
(11/4/2015)
(5/5/2011)
(10/25/2011)
(5/12/2015)
(9/7/2017)
(3/10/1997)
(10/26/1992)
(5/16/1991)
(8/12/2021)
(10/25/2023)
(7/30/2020)
(2/12/2024)
(11/4/2015)
(1/26/2009)
(9/21/2021)
(6/29/2005)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Sep 2025About the Series 52TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1990About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view David Bendix's CRS (Customer Relationship Summary).
Services Offered by David
- Insurance Planning
- Retirement Planning
- Comprehensive Financial Planning
- Investment Planning
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