David G. Giannini
Professional summary
David Gino Giannini, CFP®, who also goes by David Giannini, is a registered financial advisor currently at TRUVISTA ADVISORS LLC located in Redmond, Washington.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. David has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Gino Giannini's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Experience
June 6, 2024 - Present
TRUVISTA ADVISORS LLC
Office #1: 16275 Ne 85th Street, Suite A, Redmond, WA 98052November 10, 2014 - August 1, 2024
PRIVATE ASSET MANAGEMENT INC
November 22, 2013 - November 14, 2014
PRIVATE CLIENT SERVICES, LLC
February 1, 2012 - November 10, 2014
TRUTINA FINANCIAL
January 26, 2012 - September 30, 2013
SIGNATOR FINANCIAL SERVICES, INC.
May 19, 2006 - January 3, 2012
D.A. DAVIDSON & CO.
May 19, 2006 - January 3, 2012
D.A. DAVIDSON & CO.
March 2, 1998 - May 25, 2006
RBC CAPITAL MARKETS, LLC
August 19, 1996 - May 25, 2006
RBC CAPITAL MARKETS, LLC
May 30, 1996 - March 2, 1998
DAIN RAUSCHER INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/6/2024)
Exams
Current Firm
TRUVISTA ADVISORS LLC
CRD#: 329785 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 129 |
| AUM (Assets Under Management) | $ 76,581,461 |
Red Flags
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