DB
David M. Borowsky
INVARIANT INVESTMENT MANAGEMENT
HOLLYWOOD, FL 33021
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CRD#: 5680824
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Professional summary
David Michael Borowsky, who also goes by David Borowsky, is a registered financial advisor currently at INVARIANT INVESTMENT MANAGEMENT located in Hollywood, Florida.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. David has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David Borowsky
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.
Zurich Partners LLC not investment-related 4000 Hollywood Boulevard, Hollywood, FL 33021 business consulting services Sole Member February 2025 20 hours per month 10 hours during trading broad-based business strategy consulting Invariant Tax Services LLC (ITS) not investment-related 1013 Mumma Road, Lemoyne, PA 17043 wholly-owned subsidiary of Invariant Investment Management LLC which provides various tax preparation and e-filing services to clients Co-Owner October 2019 0 hours per month 0 hours during trading hours no duties AB Grandview not investment-related 200 Grandview Ave, Ste 103, Camp Hill, PA 17011 real estate investment company formed to purchase Invariant Investment Management's current office building Managing Member July 2020 5 hours per month 0 hours during trading hours Oversee the GP, review statements. Anthem Capital Management, LLC investment-related 4000 Hollywood Blvd., Suite 555 South, Hollywood, FL 33021 General Partner of investment fund Managing Member May 2024 5 hours per month 5 hours during trading hours Direct investments in the investment fund
CRS (Client Relationship Summary) - RIA
Click below to view David Michael Borowsky'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®
NoneExperience
Current
June 11, 2014 - Present
INVARIANT INVESTMENT MANAGEMENT
Office #1: 4000 Hollywood Boulevard Hills Suite 555-s, Hollywood, FL 33021RIA
CRD#: 168772
HOLLYWOOD, FL
Past
September 30, 2011 - December 31, 2013
TEAM FINANCIAL MANAGERS
RIA
CRD#: 115130
HARRISBURG, PA
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".
II
INVARIANT INVESTMENT MANAGEMENT
ARBOGAST, SETH W | INVARIANT INVESTMENT MANAGEMENT LLC | INVARIANT INVESTMENT MANAGEMENT | INVARIANT INVESTMENT CORPORATION
CRD#: 168772 / SEC#: 801-111716
RIA
Registered Investment Advisory firm - (9/22/2017 Approved)Pennsylvania
Registered Investment Advisory firm - (12/4/2017 Terminated)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
Florida(5/23/2024)
IAR
Pennsylvania(6/11/2014)
Current Firm
II
INVARIANT INVESTMENT MANAGEMENT
ARBOGAST, SETH W | INVARIANT INVESTMENT MANAGEMENT LLC | INVARIANT INVESTMENT MANAGEMENT | INVARIANT INVESTMENT CORPORATION
CRD#: 168772 / SEC#: 801-111716
RIA
Registered Investment Advisory firm - (9/22/2017 Approved)Pennsylvania
Registered Investment Advisory firm - (12/4/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 Grandview Avenue Suite 103, Camp Hill, PA 17011
Mailing Address
Phone number
(717) 317-9006
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 689 |
| AUM (Assets Under Management) | $ 135,912,855 |
Red Flags
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Company Information
INVARIANT INVESTMENT MANAGEMENT
CRD#: 168772Hollywood, FL 33021TRUST BUT VERIFY
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