David S. Feinman

SILVERLAKE PORTFOLIO ADVISORS LLC

Los Angeles, CA

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CRD#: 6254180

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.

SINCE 1990, MR. FEINMAN HAS BEEN THE FOUNDER AND PRINCIPAL OF NONLINEAR MUSIC LOCATED IN LOS ANGELES, CA. MR. FEINMAN, UNDER THE NONLINEAR MUSIC BANNER, IS A COMPOSER, PRODUCER AND MUSICIAN CREATING MOVIE, VIDEO AND TELEVISION SOUNDTRACKS AND POPULAR RELEASES. HE EARNS FEES AND ROYALTIES FOR CURRENT AND PAST RELEASES. HE DEVOTES APPROXIMATELY 20 HOURS PER MONTH TO THESE ACTIVITIES, LARGELY DURING NON-BUSINESS HOURS.

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)

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

State Security Law Exam

IAR

Series 65

Date: 7/2/2013

Uniform Investment Adviser Law Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	133
AUM (Assets Under Management)	$ 37,930,090

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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David S. Feinman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Simeon Feinman's CRS (Customer Relationship Summary).

Certified licenses

Experience

SILVERLAKE PORTFOLIO ADVISORS LLC

SUMMIT PORTFOLIO MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/2/2013

Current Firm

SILVERLAKE PORTFOLIO ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SILVERLAKE PORTFOLIO ADVISORS LLC

TRUST BUT VERIFY

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