David C. Halberg
Professional summary
David Cohen Halberg, who also goes by David Cohen Halberg, is a registered financial advisor currently at KDB ASSET MANAGEMENT, LLC located in New York, New York.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. David has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Cohen Halberg's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 18, 2022 - Present
KDB ASSET MANAGEMENT, LLC
Office #1: 14 East 60th Street - Suite 602, New York, NY 10022State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/18/2022)
Current Firm
KDB ASSET MANAGEMENT, LLC
CRD#: 129745 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 42 |
| AUM (Assets Under Management) | $ 21,600,000 |
Red Flags
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