AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
DB

David Hugh Bindelglass

FOURSTAR WEALTH ADVISORS
Wayne, NJ
·CRD# 3201389·27 years experience

Professional Summary

David Hugh Bindelglass is a registered financial advisor currently at FOURSTAR WEALTH ADVISORS, LLC located in Wayne, New Jersey. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. David has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
View profile
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#

Years of Experience

27 years in the financial services industry

Current & Past Employments

FOURSTAR WEALTH ADVISORS, LLC·CRD# 169613
RIA
1341 Hamburg Tpke Suite 2-7, Wayne, NJ 07470
November 30, 2022 - Present
CANTELLA & CO., INC.·CRD# 13905
RIA
Nanuet, NY
January 19, 2018 - November 30, 2022
CANTELLA & CO., INC.·CRD# 13905
BD
Nanuet, NY
January 4, 2018 - November 30, 2022
MORGAN STANLEY·CRD# 149777
RIA
Paramus, NJ
June 1, 2009 - January 19, 2018
MORGAN STANLEY·CRD# 149777
BD
Paramus, NJ
June 1, 2009 - January 19, 2018
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
RIA
Paramus, NJ
June 10, 2005 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
Paramus, NJ
June 10, 2005 - June 1, 2009
RBC CAPITAL MARKETS, LLC·CRD# 31194
RIA
West Paterson, NJ
January 19, 2004 - June 23, 2005
RBC CAPITAL MARKETS, LLC·CRD# 31194
BD
New York, NY
March 7, 2003 - June 23, 2005
FIRST INSTITUTIONAL SECURITIES, L.L.C.·CRD# 23910
BD
West Paterson, NJ
April 6, 1999 - March 7, 2003

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#

Current Firm

FW
FOURSTAR WEALTH ADVISORS, LLC

FAMILY WEALTH LEGACY ADVISORS | GINGER ADVISORS, LLC | FOURSTAR WEALTH ADVISORS, LLC | FINANCIAL PLANNING STRATEGIES

CRD#: 169613 / SEC#: 801-110467
RIA
Registered Investment Advisory firm - SEC (4/21/2017 Approved)
Illinois
Registered Investment Advisory firm - Illinois (4/21/2017 Terminated)
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).

Contact Information

Main Address

1 N. Lasalle Street Suite 2225, Chicago, IL 60602

Phone Number

(312) 667-1750

# of Employees

48

SEC notice filing (36 States and Territories)

Registered to provide investment advisory services in 36 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

3,691

AUM (Assets Under Management)

$1,420,690,494

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
07/29/2025Cover PageReport
05/28/2024Cover PageReport

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Insurance sales- Agent. Selling various lines of non securities insurance products. About 4 hours a month are devoted to this, all during trading hours. Start date: 9/20/18.

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#

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".
FW
FOURSTAR WEALTH ADVISORS, LLC

FAMILY WEALTH LEGACY ADVISORS | GINGER ADVISORS, LLC | FOURSTAR WEALTH ADVISORS, LLC | FINANCIAL PLANNING STRATEGIES

CRD#: 169613 / SEC#: 801-110467
RIA
Registered Investment Advisory firm - SEC (4/21/2017 Approved)
Illinois
Registered Investment Advisory firm - Illinois (4/21/2017 Terminated)
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).

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.
IAR
New Jersey
(11/30/2022)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 2004About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 1999About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 1999About the Series 7 exam

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view David Hugh Bindelglass's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
DB
Follow David
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required