David G. Giannini

TRUVISTA ADVISORS LLC

REDMOND, WA 98052

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CRD#: 2735499

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

Are you a "fiduciary"?

Yes

Aliases

David Giannini

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 Gino Giannini'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

Start date: 2016

Experience

Current

June 6, 2024 - Present

TRUVISTA ADVISORS LLC

Office #1: 16275 Ne 85th Street, Suite A, Redmond, WA 98052

RIA

CRD#: 329785

REDMOND, WA

Past

November 10, 2014 - August 1, 2024

PRIVATE ASSET MANAGEMENT INC

RIA

CRD#: 108815

KIRKLAND, WA

Past

November 22, 2013 - November 14, 2014

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

BELLEVUE, WA

Past

February 1, 2012 - November 10, 2014

TRUTINA FINANCIAL

RIA

CRD#: 148866

BELLEVUE, WA

Past

January 26, 2012 - September 30, 2013

SIGNATOR FINANCIAL SERVICES, INC.

CRD#: 19061

BELLEVUE, WA

Past

May 19, 2006 - January 3, 2012

D.A. DAVIDSON & CO.

RIA

CRD#: 199

SEATTLE, WA

Past

May 19, 2006 - January 3, 2012

D.A. DAVIDSON & CO.

CRD#: 199

SEATTLE, WA

Past

March 2, 1998 - May 25, 2006

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

August 19, 1996 - May 25, 2006

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

SEATTLE, WA

Past

May 30, 1996 - March 2, 1998

DAIN RAUSCHER INCORPORATED

CRD#: 7600

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

Washington
(6/6/2024)

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: 6/21/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/21/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/14/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/29/1996

General Securities Representative Examination

Current Firm

TRUVISTA ADVISORS LLC

CRD#: 329785 / SEC#:

Washington

Registered Investment Advisory firm - (6/6/2024 Approved)

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Contact information

Main Address

16275 Ne 85th Street, Suite A, Redmond, WA 98052

Mailing Address

Phone number

(425) 242-0442

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	129
AUM (Assets Under Management)	$ 76,581,461

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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Advisor Monitoring

Firm Stability Insights

David G. Giannini

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Gino Giannini's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE ASSET MANAGEMENT INC

PRIVATE CLIENT SERVICES, LLC

TRUTINA FINANCIAL

SIGNATOR FINANCIAL SERVICES, INC.

D.A. DAVIDSON & CO.

D.A. DAVIDSON & CO.

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

DAIN RAUSCHER INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 6/21/1996

Series 63

Date: 6/21/1996

SIE

Date: 11/14/2014

Series 7

Date: 5/29/1996

Current Firm

TRUVISTA ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRUVISTA ADVISORS LLC

TRUST BUT VERIFY

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