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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Mirsky is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Rochester, NY. David Mirsky has been in the financial industry since 1990. David Mirsky is a CERTIFIED FINANCIAL PLANNER™ professional and has a Personal Financial Specialist designation. David Mirsky provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. David Mirsky's other licenses include Series 63 and Series 65 exams passed in 1992.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
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NY
02/19/2025 - Present
Cambridge Investment Research Advisors, Inc. (Rochester NY)
Active
Inactive
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