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DG

David S. Gaffney

MID ATLANTIC CLEARING & SETTLEMENT
Pittsburgh, PA 15222
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CRD#: 2438828
DG

Professional summary


David Scott Gaffney, who also goes by Dave Gaffney, David Scott Gaffney, is a registered financial professional currently at MID ATLANTIC CLEARING & SETTLEMENT CORPORATION located in Pittsburgh, Pennsylvania.

David is registered as a RR (Registered Representative) and started their career in finance in 1995. David has worked at 7 firms and has passed the Series 63, Series 6TO, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dave Gaffney | David Scott Gaffney

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.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view David Scott Gaffney'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®
None

Experience


Current

September 15, 2025 - Present

MID ATLANTIC CLEARING & SETTLEMENT CORPORATION

Office #1: 1251 Waterfront Place Suite 540, Pittsburgh, PA 15222
BD
CRD#: 37466
Pittsburgh, PA
Past

December 20, 2023 - December 5, 2024

MUTUAL OF AMERICA SECURITIES LLC

BD
CRD#: 27878
Charlotte, NC
Past

April 20, 2011 - December 31, 2011

SUNGARD INSTITUTIONAL BROKERAGE INC.

BD
CRD#: 8509
CHARLOTTE, NC
Past

July 12, 2006 - April 8, 2011

NEWPORT GROUP SECURITIES, INC.

BD
CRD#: 29722
LAKE MARY, FL
Past

January 21, 2003 - October 17, 2005

NEWPORT GROUP SECURITIES, INC.

BD
CRD#: 29722
LAKE MARY, FL
Past

May 30, 2000 - August 19, 2002

TRANSAMERICA SECURITIES SALES CORPORATION

BD
CRD#: 17970
LOS ANGELES, CA
Past

May 14, 1996 - January 16, 1997

FIRST UNION BROKERAGE SERVICES, INC.

BD
CRD#: 8112
CHARLOTTE, NC
Past

August 30, 1995 - November 9, 1995

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
North Carolina
(9/15/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 12/12/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 11/22/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


MA
MID ATLANTIC CLEARING & SETTLEMENT CORPORATION
ADVISORS CLEARING NETWORK, INC. | MID ATLANTIC CLEARING & SETTLEMENT CORPORATION | LIFE CYCLE MUTUAL FUNDS DISTRIBUTORS, INC. | BISYS BD SERVICES, INC.

CRD#: 37466 / SEC#: , 8-47758

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
1251 Waterfront Place Suite 540, Pittsburgh, PA 15222
Mailing Address
1251 Waterfront Pl Ste 510 Suite 540, Pittsburgh, PA 15222
Phone number
8006937800345
Established
Delaware since 09/12/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
MID ATLANTIC TRUST COMPANYOWNER
BAIER, ELIZABETH CURROFINOP4851105
BANCO, JOSEPH FRANKLIN JRPRINCIPAL FINANCIAL OFFICER (CF0)2850198
JENKINS, WILLIAM HENRYCCO3004337
SMITH, KYLE PETERPRESIDENT2142563

Disclosures


Regulatory Event1

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MID ATLANTIC CLEARING & SETTLEMENT CORPORATION

CRD#: 37466Pittsburgh, PA 15222

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