David A. Kressner
Professional summary
David Aaron Kressner, CFP® is a registered financial advisor currently at ALTFEST PERSONAL WEALTH MANAGEMENT located in New York, New York.
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 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Aaron Kressner's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2010
Experience
August 5, 2021 - Present
ALTFEST PERSONAL WEALTH MANAGEMENT
Office #1: 445 Park Avenue 6th Floor, New York, NY 10022November 11, 2015 - January 27, 2016
ASSETMARK, INC.
September 18, 2006 - October 1, 2015
ARIS WEALTH SERVICES INC
November 15, 2004 - November 16, 2004
SAFEGUARD SECURITIES, INC.
May 1, 2001 - March 5, 2003
J.P. MORGAN SECURITIES INC.
May 14, 1999 - May 1, 2001
JPMSI
Primary Firm SEC Registration
ALTFEST PERSONAL WEALTH MANAGEMENT
CRD#: 110130 / SEC#: 801-18320
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/15/2024)
(5/2/2024)
(6/4/2024)
(8/5/2021)
Exams
Current Firm
ALTFEST PERSONAL WEALTH MANAGEMENT
CRD#: 110130 / SEC#: 801-18320
Contact information
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,191 |
| AUM (Assets Under Management) | $ 1,622,512,064 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2024 | ||
| 01/26/2024 | ||
| 01/11/2023 | ||
| 10/21/2022 |
Red Flags
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