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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 Edward Fletcher is an Investment Advisor Representative with TSG Alpha Partners, LLC in Ronkonkoma, New York. David has been in the industry since 2012 and has held previous positions with Spartan Capital Securities, LLC, Catch Steak, Wolfgang's, Del Friscos, and The Spaventa Group. He is licensed to offer investment advice in New York. David holds the Series 63 and 65 securities licenses and the SIE. He has a background in Venture Capital and serves as a member/advisor to The Spaventa Group, LLC, which is also located in Ronkonkoma, New York. TSG Alpha Partners, LLC, has an advisory business focused on investment advisory services for pooled investment vehicles, corporations or other businesses, and individuals.
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.
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.
Retirement plan consulting services
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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NY
03/28/2024 - Present
TSG Alpha Partners, LLC (RONKONKOMA NY)
IA
Issued 02/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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