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David Bezar

Thrive Capital Management, LLC

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About David Bezar

David Bezar is a financial advisor with Thrive Capital Management, LLC. David has been in the industry since 1992 and holds a Series 6, Series 26, Series 63, and Series 65 licenses. David provides financial planning, educational seminars, and selection of other advisers, and specializes in investment management for individuals. David is currently registered as an Investment Advisor Representative in Florida, New Jersey, and Pennsylvania.

Firm Information

David Bezar is currently registered with Thrive Capital Management, LLC. Thrive Capital Management, LLC is an investment advisor headquartered in FORT WASHINGTON, PA. The firm has 16 licensed agents and manages over $392,766,587 in regulatory assets. They provide financial planning, portfolio management for individuals, and educational seminars. They work with high-net-worth individuals and other individuals.
Thrive Capital Management, LLC

500 W OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034

$392.77M

Assets Under Management

Not reported

Total Clients

14

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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David Bezar’s Registration & Firm History

PA

10/13/2015 - Present

Thrive Capital Management, LLC (FORT WASHINGTON PA)

MI

10/07/2014 - 10/14/2015

CORECAP INVESTMENTS, INC. (SOUTHFIELD MI)

CO

12/23/2011 - 08/06/2012

PARSONEX SECURITIES, INC. (ENGLEWOOD CO)

PA

08/01/2007 - 12/31/2009

SECURITIES AMERICA, INC. (FORT WASHINGTON PA)

PA

02/20/1992 - 06/12/2007

PFS INVESTMENTS INC. (FORT WASHINGTON PA)

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Licenses & Designations

IA

Issued 06/30/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/22/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/06/1995

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/14/2015

SIE - Securities Industry Essentials Examination

BC

Issued 02/18/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for David Bezar. Review regulatory record here.
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