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David Adam Siegel

Sawgrass Asset Management LLC

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About David Adam Siegel

David Siegel is a financial professional who is currently registered with Sawgrass Asset Management LLC in Ponte Vedra Beach, FL. David Siegel has been in the industry since 2003. David Siegel has experience in various areas of financial services including Portfolio Management for Individuals and Portfolio Management for Pooled Investment Vehicles. Prior to his current role, David Siegel was affiliated with firms like Morgan Stanley & Co., Incorporated, Morgan Stanley DW Inc., Lord Abbett Distributor LLC and Neuberger Berman Management Inc..

Firm Information

David Siegel is currently registered with Sawgrass Asset Management LLC. Sawgrass Asset Management LLC is a registered investment adviser based in Ponte Vedra Beach, Florida. The firm manages over $2.28 billion in assets for a variety of clients, including corporations, state and municipal governments, charitable organizations, pooled investment vehicles, and high-net-worth individuals. Sawgrass provides portfolio management services for individuals, businesses, and pooled investment vehicles. The firm also manages the assets of religious organizations and Taft-Hartley plans.
Sawgrass Asset Management LLC

5000 SAWGRASS VILLAGE CIRCLE

PONTE VEDRA BEACH, FL 32082

$2.28B

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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David Siegel’s Registration & Firm History

FL

10/26/2012 - Present

Sawgrass Asset Management LLC (PONTE VEDRA BEACH FL)

NY

04/02/2007 - 11/06/2007

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NY

10/28/2005 - 04/02/2007

MORGAN STANLEY DW INC. (PURCHASE NY)

NJ

05/18/2005 - 09/22/2005

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

NY

06/24/2003 - 04/27/2005

NEUBERGER BERMAN MANAGEMENT INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/17/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/08/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/03/2004

Series 7 - General Securities Representative Examination

BC

Issued 06/23/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Adam Siegel.
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