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David Isacovici

Commonfund Securities, Inc.

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About David Isacovici

David Isacovici is an active broker with Commonfund Securities, Inc. David has been in the securities industry since February 18, 2006. David has Series 3, 7 and 66 licenses and is registered in all 50 states and the District of Columbia. David has previously held positions at AMUNDI DISTRIBUTOR US, INC., SG AMERICAS SECURITIES, LLC, TEACHERS PERSONAL INVESTORS SERVICES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

Firm Information

David Isacovici is currently registered with Commonfund Securities, Inc.. Commonfund Securities, Inc. is a Corporation formed in May 1997. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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David Isacovici’s Registration & Firm History

CT

05/16/2023 - Present

Commonfund Securities, Inc. (WILTON CT)

NY

01/03/2022 - 05/01/2023

AMUNDI DISTRIBUTOR US, INC. (New York NY)

NY

09/03/2014 - 01/04/2022

SG AMERICAS SECURITIES, LLC (NEW YORK NY)

NY

05/28/2008 - 08/25/2014

TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)

NY

01/01/2006 - 04/30/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/11/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/31/2014

Series 3 - National Commodity Futures Examination

BC

Issued 12/22/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Isacovici.
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