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DF

David S. Feinman

SILVERLAKE PORTFOLIO ADVISORS
Los Angeles, CA
Some features on this profile are disabled
CRD#: 6254180
DF

Professional summary

David Simeon Feinman, AIF® is a registered financial advisor currently at SILVERLAKE PORTFOLIO ADVISORS LLC located in Los Angeles, California.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. David has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

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

CRS (Client Relationship Summary) - RIA

Click below to view David Simeon Feinman'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®
AIF®

Accredited Investment Fiduciary

Experience

Current

May 27, 2015 - Present

SILVERLAKE PORTFOLIO ADVISORS LLC

RIA
CRD#: 175210
Los Angeles, CA
Past

November 20, 2013 - March 27, 2015

SUMMIT PORTFOLIO MANAGEMENT LLC

RIA
CRD#: 111243
LAS VEGAS, NV

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
California
(5/27/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/2/2013
Uniform Investment Adviser Law Examination

Current Firm

SP
SILVERLAKE PORTFOLIO ADVISORS LLC
FEINMAN, DAVID SIMEON | SILVERLAKE PORTFOLIO ADVISORS LLC | SILVERLAKE PORTFOLIO ADVISORS

CRD#: 175210 / SEC#:

California
Registered Investment Advisory firm - (5/27/2015 Approved)
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Contact information

Main Address
Los Angeles, CA
Mailing Address
P.o. Box 29676, Los Angeles, CA 90029
Phone number
(323) 664-0960
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts139
AUM (Assets Under Management)$ 44,480,340

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

SILVERLAKE PORTFOLIO ADVISORS LLC

CRD#: 175210Los Angeles, CA

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