David Nmn Savir
Professional Summary
David Nmn Savir, who also goes by David Savir, is a registered financial advisor currently at ELEMENT POINTE FAMILY OFFICE located in Miami, Florida. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. David has worked at 3 firms and has passed the Series 65, Series 66, SIE, Series 3 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
David Savir
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
17 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ELEMENT POINTE | ROBUST ADVISORS, LLC | ELEMENT POINTE FAMILY OFFICE | ELEMENT POINTE ADVISORS, LLC | ELEMENT POINTE ADVISORS
Contact Information
Main Address
333 Se 2nd Ave Suite 2520, Miami, FL 33131Phone Number
(786) 655-9790# of Employees
11SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
412AUM (Assets Under Management)
$1,218,377,295Similar Advisors
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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.
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Primary Firm SEC Registration
ELEMENT POINTE | ROBUST ADVISORS, LLC | ELEMENT POINTE FAMILY OFFICE | ELEMENT POINTE ADVISORS, LLC | ELEMENT POINTE ADVISORS
State Registrations and Notice Filings
(5/10/2016)
(9/1/2017)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view David Nmn Savir's CRS (Customer Relationship Summary).
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SUMMIT FINANCIAL, LLC