Unclaimed
David Furfine is a financial advisor with Sawgrass Asset Management LLC. David has over 25 years of experience in the financial services industry. David is registered as an Investment Advisor Representative in the state of Florida. David holds the Series 65 license and is a Chartered Financial Analyst. David specializes in portfolio management for businesses, individuals, and pooled investment vehicles. David is a member of the Sawgrass Asset Management team and is committed to providing clients with personalized financial advice and guidance.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
02/10/2025 - Present
Sawgrass Asset Management LLC (PONTE VEDRA BEACH FL)
IA
Issued 08/01/1996
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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