David J. Drzadinski

F/M INVESTMENTS LLC

MILWAUKEE, WI 53202

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CRD#: 2623432

Professional summary

David James Drzadinski is a registered financial advisor currently at F/M INVESTMENTS LLC located in Milwaukee, Wisconsin.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. David has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 James Drzadinski's CRS (Customer Relationship Summary).

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

April 2, 2024 - Present

F/M INVESTMENTS LLC

Office #1: 309 North Water Street Suite 315, Milwaukee, WI 53202

RIA

CRD#: 304405

MILWAUKEE, WI

Past

June 12, 2020 - May 15, 2024

ZCM

RIA

CRD#: 309195

MILWAUKEE, WI

Past

May 6, 2013 - June 1, 2020

ZIEGLER CAPITAL MANAGEMENT, LLC

RIA

CRD#: 135622

MILWAUKEE, WI

Past

June 5, 2006 - April 8, 2013

RED GRANITE ADVISORS LLC

RIA

CRD#: 140045

MILWAUKEE, WI

Past

March 1, 2004 - May 9, 2006

ROBERT W. BAIRD & CO. INCORPORATED

RIA

CRD#: 8158

MILWAUKEE, WI

Past

August 23, 1995 - May 9, 2006

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

F/M INVESTMENTS LLC

F/M INVESTMENTS LLC | OAKHURST CAPITAL ADVISORS LLC | NORTH SLOPE CAPITAL LLC | INTEGRATED ALPHA INVESTMENTS LLC | GENOA ASSET MANAGEMENT LLC

CRD#: 304405 / SEC#: 801-116853

RIA

Registered Investment Advisory firm - (6/28/2019 Approved)

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

Wisconsin
(4/2/2024)

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

IAR

Series 65

Date: 10/15/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/14/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/22/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/17/1997

General Securities Principal Examination

Current Firm

F/M INVESTMENTS LLC

F/M INVESTMENTS LLC | OAKHURST CAPITAL ADVISORS LLC | NORTH SLOPE CAPITAL LLC | INTEGRATED ALPHA INVESTMENTS LLC | GENOA ASSET MANAGEMENT LLC

CRD#: 304405 / SEC#: 801-116853

RIA

Registered Investment Advisory firm - (6/28/2019 Approved)

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Contact information

Main Address

3050 K. St Nw Suite 201, Washington, DC 20007

Mailing Address

Phone number

(202) 839-4910

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FMI FORM ADV PART 2A 03.31.2025 (4/1/2025)

Regulatory assets under management

Total Number of Accounts	4,480
AUM (Assets Under Management)	$ 16,899,434,237

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

David J. Drzadinski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David James Drzadinski's CRS (Customer Relationship Summary).

Certified licenses

Experience

ZCM

ZIEGLER CAPITAL MANAGEMENT, LLC

RED GRANITE ADVISORS LLC

ROBERT W. BAIRD & CO. INCORPORATED

ROBERT W. BAIRD & CO. INCORPORATED

Primary Firm SEC Registration

F/M INVESTMENTS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/15/1998

Series 63

Date: 9/14/1995

Series 7

Date: 8/22/1995

Series 24

Date: 6/17/1997

Current Firm

F/M INVESTMENTS LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

F/M INVESTMENTS LLC

TRUST BUT VERIFY

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