David A. Madanat

MADANAT FINANCIAL SERVICES

San Luis Obispo, CA

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CRD#: 6883278

Professional summary

David Aron Madanat is a registered financial advisor currently at MADANAT FINANCIAL SERVICES located in San Luis Obispo, California.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. 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 Aron Madanat'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®

None

Experience

Current

June 27, 2018 - Present

MADANAT FINANCIAL SERVICES

RIA

CRD#: 297452

San Luis Obispo, CA

Past

November 17, 2017 - May 17, 2018

RIGHT BRAIN MONEY

RIA

CRD#: 156420

ARROYO GRANDE, CA

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
(6/27/2018)

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: 11/15/2017

Uniform Investment Adviser Law Examination

Current Firm

MADANAT FINANCIAL SERVICES

DAVID ARON MADANAT | MADANAT FINANCIAL SERVICES | MADANAT DAVID ARON

CRD#: 297452 / SEC#:

California

Registered Investment Advisory firm - (6/27/2018 Approved)

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Contact information

Main Address

San Luis Obispo, CA

Mailing Address

Phone number

(805) 704-6387

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	4
AUM (Assets Under Management)	$ 99,988

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 A. Madanat

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Aron Madanat's CRS (Customer Relationship Summary).

Certified licenses

Experience

MADANAT FINANCIAL SERVICES

RIGHT BRAIN MONEY

State Registrations and Notice Filings

Exams

Series 65

Date: 11/15/2017

Current Firm

MADANAT FINANCIAL SERVICES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MADANAT FINANCIAL SERVICES

TRUST BUT VERIFY

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