David Papson

SYOSSET, NY 11791

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CRD#: 7203090

Professional summary

David Papson was a registered financial advisor .

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. David had worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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)

The CRS(Customer Relationship Summary) document is not provided.

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

July 13, 2026 - Present

Office #1: 35 Donna Lane, Syosset, NY 11791

SYOSSET, NY

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

New York
(7/13/2026)

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Exams

State Security Law Exam

IAR

Series 65

Date: 6/11/2025

Uniform Investment Adviser Law Examination

Current firm

No current employment

Red Flags

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