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David James Drzadinski

F/m Investments LLC

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About David James Drzadinski

David James Drzadinski is an investment advisor representative at F/m Investments LLC. David has over 28 years of experience in the financial services industry. David is a Chartered Financial Analyst and holds a Series 63, Series 65, and Series 7 license. David has also passed the Series 24 exam. He is registered in Wisconsin. Previously, David was an advisor with Robert W. Baird & Co. Incorporated from 1995 until 2006. David specializes in providing investment advice to individuals, businesses, investment companies, pension plans and corporations.

Firm Information

David Drzadinski is currently registered with F/m Investments LLC. F/m Investments LLC is an investment advisor based in WASHINGTON, DC. The firm manages $1 billion - $10 billion in assets for individuals, businesses, investment companies, pooled investment vehicles, pension plans, and other entities. They offer portfolio management and advisory services, including pension consulting and selection of other advisors. F/m Investments LLC has 35 investment advisory functions and 24 investment adviser representatives. The firm also participates in wrap fee programs.
F/m Investments LLC

3050 K. ST NW

WASHINGTON, DC 20007

$12.85B

Assets Under Management

15

Total Clients

17

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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 Drzadinski’s Registration & Firm History

WI

04/02/2024 - Present

F/m Investments LLC (MILWAUKEE WI)

WI

08/23/1995 - 05/09/2006

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 10/15/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/14/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/17/1997

Series 24 - General Securities Principal Examination

BC

Issued 08/22/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David James Drzadinski.
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