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David Albert Debenedictis

NORTHPOINT FINANCIAL
CRD# 5890095·15 years experience

Professional Summary

David Albert Debenedictis is a registered financial advisor currently at NORTHPOINT FINANCIAL. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. David has worked at 1 firm.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

15 years in the financial services industry

Current & Past Employments

NORTHPOINT FINANCIAL·CRD# 124711
RIA
August 5, 2011 - Present

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Current Firm

NF
NORTHPOINT FINANCIAL

NORTHPOINT FINANCIAL | NORTHPOINT FINANCIAL CORPORATION

CRD#: 124711
Florida
Registered Investment Advisory firm - Florida (8/5/2011 Approved)
Michigan
Registered Investment Advisory firm - Michigan (8/26/2011 Approved)

Contact Information

Main Address

920 East Lincoln, Birmingham, MI 48009-3608

Phone Number

(248) 644-1901

# of Employees

4

Documents

Latest Form ADV

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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.

D.A. DEBENEDICTIS, LTD. 920 EAST LINCOLN BIRMINGHAM, MI 48009 NOT INVESTMENT RELATED LIFE INSURANCE SALES PRESIDENT, SOLE SHAREHOLDER SINCE 1981 ONE THIRD OF BUSINESS DAY TERROIR WINE SEMINARS, INC. 2931 BANYAN BLVD CIR NW BOCA RATON, FL 33431 NOT INVESTMENT RELATED WINE EDUCATION AND TRAVEL SINCE 2002 PRESIDENT AND 50% SHAREHOLDER LESS THAN 10% OF BUSINESS DAY

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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.
IAR
Florida
(8/5/2011)
IAR
Michigan
(8/29/2011)

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 Albert Debenedictis's CRS (Customer Relationship Summary).

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