David Robert Eidelman
Professional Summary
David Robert Eidelman is a registered financial advisor currently at DAYTONA STREET CAPITAL located in Saint Louis, Missouri. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. David has worked at 2 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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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 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
26 years in the financial services industry
Current & Past Employments
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Current Firm
DAYTONA STREET CAPITAL | DAYTONA STREET CAPITAL LLC | DAYTONA STREET CAPITAL INC.
Contact Information
Main Address
8000 Maryland Ave Suite 600, Saint Louis, MO 63105Phone Number
(314) 727-9479# of Employees
6SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
107AUM (Assets Under Management)
$189,256,439Similar Advisors
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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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
DAYTONA STREET CAPITAL | DAYTONA STREET CAPITAL LLC | DAYTONA STREET CAPITAL INC.
State Registrations and Notice Filings
(4/12/2023)
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 Robert Eidelman's CRS (Customer Relationship Summary).
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