David M. Kamin

GRIDIRON PARTNERS

Wexford, PA 15090

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CRD#: 4055623

Professional summary

David Matthew Kamin, who also goes by David Kamin, is a registered financial advisor currently at GRIDIRON PARTNERS, LLC located in Wexford, Pennsylvania.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. David has worked at 8 firms and has passed the Series 66, Series 7 and Series 55 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Kamin

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.

HOLD MINORITY INTERESTS AS AN INVESTOR, LIMITED PARTNER IN REAL ESTATE LIMITED PARTNERSHIPS - 1-5 HOURS/WK - DUTIES ARE TO REVIEW FINANCIALS FOR PARTNERSHIP.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Matthew Kamin'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

August 21, 2019 - Present

GRIDIRON PARTNERS, LLC

Office #1: 101 Bradford Road Suite 200, Wexford, PA 15090

RIA

CRD#: 300920

Wexford, PA

Past

March 22, 2018 - April 9, 2020

ALTAIR MANAGEMENT PARTNERS, INC.

RIA

CRD#: 108333

VALENCIA, PA

Past

June 24, 2010 - September 4, 2018

KAMIN CAPITAL, LLC

RIA

CRD#: 153969

PITTSBURGH, PA

Past

January 23, 2008 - June 23, 2010

UBS FINANCIAL SERVICES INC.

CRD#: 8174

PITTSBURGH, PA

Past

May 11, 2005 - September 17, 2007

KAMIN WEALTH MANAGEMENT

RIA

CRD#: 131026

PITTSBURGH, PA

Past

September 4, 2003 - December 3, 2003

EASTERN POINT ADVISORS INC.

RIA

CRD#: 107123

LYNNFIELD, MA

Past

July 22, 2003 - December 3, 2003

INVESTORS CAPITAL CORP.

CRD#: 30613

LYNNFIELD, MA

Past

January 6, 2000 - September 20, 2002

RAMIUS SECURITIES LLC

CRD#: 41076

NEW YORK, NY

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".

GRIDIRON PARTNERS, LLC

CRD#: 300920 / SEC#: 801-118767

RIA

Registered Investment Advisory firm - (5/26/2020 Approved)

Pennsylvania

Registered Investment Advisory firm - (6/5/2020 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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(8/21/2019)

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 66

Date: 2/7/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 1/22/2008

General Securities Representative Examination

General Industry/Product Exam

Series 55

Date: 1/11/2000

Limited Representative-Equity Trader Exam

Current Firm

GRIDIRON PARTNERS, LLC

CRD#: 300920 / SEC#: 801-118767

RIA

Registered Investment Advisory firm - (5/26/2020 Approved)

Pennsylvania

Registered Investment Advisory firm - (6/5/2020 Terminated)

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Contact information

Main Address

101 Bradford Road Suite 200, Wexford, PA 15090

Mailing Address

Phone number

(724) 759-7848

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 GRIDIRON ADV PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	73
AUM (Assets Under Management)	$ 246,128,545

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 M. Kamin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Matthew Kamin's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALTAIR MANAGEMENT PARTNERS, INC.

KAMIN CAPITAL, LLC

UBS FINANCIAL SERVICES INC.

KAMIN WEALTH MANAGEMENT

EASTERN POINT ADVISORS INC.

INVESTORS CAPITAL CORP.

RAMIUS SECURITIES LLC

Primary Firm SEC Registration

GRIDIRON PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/7/2008

Series 7

Date: 1/22/2008

Series 55

Date: 1/11/2000

Current Firm

GRIDIRON PARTNERS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GRIDIRON PARTNERS, LLC

TRUST BUT VERIFY

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