Unclaimed
David Gregory Murad is an investment advisor representative with Nisa Investment Advisors, LLC. David has been with Nisa Investment Advisors, LLC since October 2019. Before joining Nisa Investment Advisors, LLC, David was employed at Rocaton Investment Advisors, (Acquired by Goldman Sachs) in Norwalk, CT. David has passed the National Commodity Futures Examination and is a Chartered Financial Analyst. David specializes in providing portfolio management services for individuals, businesses, and pooled investment vehicles.
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.
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.
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.
Other appropriate measure of program size
1
2
MO
11/23/2020 - Present
Nisa Investment Advisors, LLC (ST. LOUIS MO)
BC
Issued 01/02/2021
Series 3 - National Commodity Futures Examination
Active
Inactive
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