Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Gao is an Investment Advisor Representative at Savvy. He is licensed in New York. David has been working in the financial industry since 2012 and has held positions at various companies, including Campbell Wealth Management, United Capital Management, and Merching Capital Management. David is passionate about helping his clients achieve their financial goals. He is committed to providing personalized financial advice that is tailored to each client's unique needs and circumstances. David is also committed to providing his clients with a high level of service and support.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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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2
NY
01/26/2024 - Present
Savvy (NEW YORK NY)
IA
Issued 07/01/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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