David E. Pistor

FLIGHT CAPITAL MANAGEMENT

Gilbert, AZ

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CRD#: 2512365

Professional summary

David Erich Pistor, CFP®, who also goes by David Pistor, is a registered financial advisor currently at FLIGHT CAPITAL MANAGEMENT, LLC located in Gilbert, Arizona.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. David has worked at 3 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Pistor

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) - RIA

Click below to view David Erich Pistor'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®

CFP^®

Certified Financial Planner

Experience

Current

January 29, 2010 - Present

FLIGHT CAPITAL MANAGEMENT, LLC

RIA

CRD#: 152201

Gilbert, AZ

Past

November 3, 2006 - February 1, 2010

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

RIA

CRD#: 1254

PORTLAND, OR

Past

January 24, 1995 - February 1, 2010

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

CRD#: 1254

PORTLAND, OR

Past

July 12, 1994 - October 28, 1994

FIRST COLONIAL SECURITIES

CRD#: 25121

BOCA RATON, FL

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

Arizona
(7/19/2023)

IAR

Oregon
(2/1/2010)

IAR

Texas
(10/25/2022)

IAR

Washington
(1/29/2010)

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.

Exams

State Security Law Exam

Series 63

Date: 7/18/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/11/1994

General Securities Representative Examination

Current Firm

FLIGHT CAPITAL MANAGEMENT, LLC

CRD#: 152201 / SEC#: 801-70993

RIA

Registered Investment Advisory firm - (3/14/2012 Terminated)

Arizona

Registered Investment Advisory firm - (7/19/2023 Approved)

Oregon

Registered Investment Advisory firm - (1/31/2012 Approved)

Texas

Registered Investment Advisory firm - (10/21/2022 Conditional Restricted)

Utah

Registered Investment Advisory firm - (9/26/2023 Terminated)

Washington

Registered Investment Advisory firm - (3/14/2012 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Queen Creek, AZ

Mailing Address

Phone number

(503) 709-7841

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	51
AUM (Assets Under Management)	$ 50,468,798

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.

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David E. Pistor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Erich Pistor's CRS (Customer Relationship Summary).

Certified licenses

Experience

FLIGHT CAPITAL MANAGEMENT, LLC

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

FIRST COLONIAL SECURITIES

State Registrations and Notice Filings

Exams

Series 63

Date: 7/18/1994

Series 7

Date: 7/11/1994

Current Firm

FLIGHT CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FLIGHT CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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