Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Astorr is a financial professional with over 25 years of experience in the industry. David is a registered representative with Wilmington Capital Securities, LLC and is licensed to provide investment advice in multiple states. David has previously held positions with Rockwell Global Capital LLC, Cabot Lodge Securities LLC, and Allied Beacon Partners, Inc. David’s areas of specialization are in developing financial plans for individuals and high-net-worth individuals. He is also registered to provide investment advice for corporations and other businesses.
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.
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.
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NY
07/18/2021 - Present
Wilmington Capital Securities, LLC (East Hampton NY)
NY
12/19/2013 - 11/17/2015
ROCKWELL GLOBAL CAPITAL LLC (East Hampton NY)
IL
07/15/2013 - 12/24/2013
CABOT LODGE SECURITIES LLC (SCHAUMBURG IL)
NY
03/14/2013 - 07/24/2013
ALLIED BEACON PARTNERS, INC. (EAST HAMPTON NY)
NY
09/21/2012 - 02/19/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (EAST HAMPTON NY)
NY
02/15/2012 - 06/07/2012
IRC SECURITIES LLC (NEW YORK NY)
NY
10/11/2011 - 12/01/2011
CAPFI PARTNERS, LLC (NEW YORK NY)
NY
03/21/2005 - 03/24/2009
STANFORD GROUP COMPANY (NEW YORK NY)
MA
03/22/2004 - 03/14/2005
LEERINK SWANN & COMPANY (BOSTON MA)
CT
09/01/2000 - 03/22/2004
SCHWAB CAPITAL MARKETS L.P. (STAMFORD CT)
TX
11/01/1996 - 09/07/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
03/11/1996 - 11/01/1996
LYNCH, JONES & RYAN, INC. (NEW YORK NY)
NY
06/12/1992 - 08/09/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 10/01/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/21/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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