David Jeffrey Amster
Professional Summary
David Jeffrey Amster, who also goes by David Amster, is a registered financial advisor currently at THE GROWTH STAGE INC. located in New York, New York and MONTEC SECURITIES LLC located in New York, New York. David is registered as a RR (Registered Representative) and started their career in finance in 1993. David has worked at 17 firms and has passed the Series 63, Series 99TO, Series 52TO, SIE, Series 7, Series 14 and Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
David Amster
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
MONTEC SECURITIES LLC
Contact Information
Main Address
510 Madison Avenue 9th Floor, New York, NY 10022Mailing Address
510 Madison Avenue 9th Floor, New York, NY 10022Phone Number
(646) 874-5471Established
Delaware since 05/26/2020Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
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 Jan 2023About the Series 52TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view David Jeffrey Amster's CRS (Customer Relationship Summary).
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