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David J Walkush

Breakwater Investment Group, LLC

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About David J Walkush

David Walkush is an investment advisor representative at Breakwater Investment Group, LLC. David has over 20 years of experience in the financial services industry. David is a Chartered Financial Analyst (CFA) and holds the Series 7, 63 and 65 securities licenses. Breakwater Investment Group, LLC is a registered investment advisor headquartered in Newport Beach, CA. The firm specializes in providing portfolio management services to individuals, businesses, charitable organizations and tribal organizations. The firm's assets under management are over $40 million.

Firm Information

David Walkush is currently registered with Breakwater Investment Group, LLC. Breakwater Investment Group, LLC is an investment advisor based in [Location]. They provide a range of advisory services including portfolio management for individuals and businesses, as well as pension consulting and educational seminars. The firm primarily serves high net worth individuals, charitable organizations, and tribal organizations, with approximately $40.3 million in regulatory assets under management.

$40.30M

Assets Under Management

Not reported

Total Clients

3

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Walkush’s Registration & Firm History

CA

05/02/2013 - Present

Breakwater Investment Group, LLC (NEWPORT BEACH CA)

CA

04/18/2005 - 06/24/2005

FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)

CA

04/15/2003 - 10/07/2003

M.L. STERN & CO., LLC. (BEVERLY HILLS CA)

CA

12/12/2001 - 04/07/2003

SYNDICATED CAPITAL, INC. (DIAMOND BAR CA)

NY

03/17/2000 - 10/22/2001

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/21/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/17/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/16/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David J Walkush.
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