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DI

David Isacovici

QUILVEST CAPITAL PARTNERS SECURITIES
NEW YORK, NY 10036
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CRD#: 5031143
DI
David IsacoviciQUILVEST CAPITAL PARTNERS SECURITIES

Professional summary

David Isacovici, CIMA® is a registered financial professional currently at QUILVEST CAPITAL PARTNERS SECURITIES LLC located in New York, New York.

David is registered as a RR (Registered Representative) and started their career in finance in 2006. David has worked at 6 firms and has passed the Series 66, SIE, Series 3 and Series 7 exams.

Aliases

None

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

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CRS (Client Relationship Summary) - BD

Click below to view David Isacovici'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®
CIMA®

Certified Investment Management Analyst

Experience

Current

November 20, 2025 - Present

QUILVEST CAPITAL PARTNERS SECURITIES LLC

Office #1: 1185 Avenue Of The Americas 7th Floor, New York, NY 10036
BD
CRD#: 286380
NEW YORK, NY
Past

May 16, 2023 - November 7, 2025

COMMONFUND SECURITIES, INC.

BD
CRD#: 43541
WILTON, CT
Past

January 3, 2022 - May 1, 2023

AMUNDI DISTRIBUTOR US, INC.

BD
CRD#: 24497
New York, NY
Past

September 3, 2014 - January 4, 2022

SG AMERICAS SECURITIES, LLC

BD
CRD#: 128351
NEW YORK, NY
Past

May 28, 2008 - August 25, 2014

TEACHERS PERSONAL INVESTORS SERVICES, INC.

BD
CRD#: 36130
NEW YORK, NY
Past

August 14, 2006 - April 30, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
NEW YORK, NY
Past

January 1, 2006 - April 30, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(11/20/2025)
RR
Alaska
(11/20/2025)
RR
Arizona
(11/20/2025)
RR
Arkansas
(11/20/2025)
RR
California
(11/20/2025)
RR
Colorado
(11/20/2025)
RR
Connecticut
(11/20/2025)
RR
Delaware
(11/20/2025)
RR
District of Columbia
(11/20/2025)
RR
Florida
(11/20/2025)
RR
Georgia
(11/20/2025)
RR
Hawaii
(11/20/2025)
RR
Idaho
(11/20/2025)
RR
Illinois
(11/20/2025)
RR
Indiana
(11/20/2025)
RR
Iowa
(11/20/2025)
RR
Kansas
(11/20/2025)
RR
Kentucky
(11/20/2025)
RR
Louisiana
(11/20/2025)
RR
Maine
(11/20/2025)
RR
Maryland
(11/20/2025)
RR
Massachusetts
(11/20/2025)
RR
Michigan
(11/20/2025)
RR
Minnesota
(11/20/2025)
RR
Mississippi
(11/20/2025)
RR
Missouri
(11/20/2025)
RR
Montana
(11/20/2025)
RR
Nebraska
(11/20/2025)
RR
Nevada
(11/20/2025)
RR
New Hampshire
(11/20/2025)
RR
New Jersey
(11/20/2025)
RR
New Mexico
(11/20/2025)
RR
New York
(11/20/2025)
RR
North Carolina
(11/20/2025)
RR
North Dakota
(11/20/2025)
RR
Ohio
(11/21/2025)
RR
Oklahoma
(11/20/2025)
RR
Oregon
(11/20/2025)
RR
Pennsylvania
(11/20/2025)
RR
Rhode Island
(11/20/2025)
RR
South Carolina
(11/20/2025)
RR
South Dakota
(11/20/2025)
RR
Tennessee
(11/20/2025)
RR
Texas
(11/20/2025)
RR
Utah
(11/20/2025)
RR
Vermont
(11/20/2025)
RR
Virginia
(11/20/2025)
RR
Washington
(11/20/2025)
RR
West Virginia
(11/20/2025)
RR
Wisconsin
(11/20/2025)
RR
Wyoming
(11/20/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/11/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 12/31/2014
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 12/22/2005
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

QC
QUILVEST CAPITAL PARTNERS SECURITIES LLC
QUILVEST CAPITAL PARTNERS SECURITIES LLC | QUILVEST SECURITIES LLC

CRD#: 286380 / SEC#: , 8-69883

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
10 East 53rd Street, Suite 600, New York, NY 10022
Mailing Address
10 East 53rd Street, Suite 600, New York, NY 10022
Phone number
(212) 920-3800
Established
Delaware since 10/13/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
QUILVEST & PARTNERS USA LLCSHAREHOLDER
FISCHER, MANUEL AUGUSTE ADRIENCHIEF COMPLIANCE OFFICER6478655
JOHN, FINLEYPRIMARY PRINCIPAL5126456
STOVER, MATTHEW GRAHAMFINANCIAL & OPERATIONS PRINCIPAL (FINOP)5266972

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.

Company Information

QUILVEST CAPITAL PARTNERS SECURITIES LLC

CRD#: 286380New York, NY 10036

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