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David Jay Sitzer

Financial Dimensions, Inc.

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About David Jay Sitzer

David Jay Sitzer is an investment advisor representative with Financial Dimensions, Inc. David has been in the industry for over 30 years and has a diverse background in financial services. David holds both Series 63 and 65 licenses and Series 7 and SIE registrations. He is also a Chief Investment Officer for First Financial of MD FCU. David has experience in investment advisory services for individuals and businesses. His previous employment history includes positions at Janney Montgomery Scott LLC, M&T Securities, Inc., and Legg Mason Wood Walker, Incorporated. David's expertise includes financial planning and portfolio management.

Firm Information

David Sitzer is currently registered with Financial Dimensions, Inc.. Financial Dimensions, Inc. is an investment advisor headquartered in [REDACTED]. They offer financial planning and portfolio management services to individuals, including high-net-worth individuals. They manage approximately $62.77 million in assets for 236 clients.

$62.77M

Assets Under Management

100

Total Clients

2

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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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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percentage of assets

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

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David Sitzer’s Registration & Firm History

MD

03/19/2024 - Present

Financial Dimensions, Inc. (LUTHERVILLE MD)

MD

12/01/2010 - 06/28/2018

JANNEY MONTGOMERY SCOTT LLC (TOWSON MD)

MD

02/08/2006 - 11/23/2010

M&T SECURITIES, INC. (BALTIMORE MD)

PA

04/16/2002 - 11/15/2005

JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)

MD

02/05/1998 - 03/04/2002

THE CHAPMAN CO. (COLUMBIA MD)

MD

12/23/1994 - 02/26/1996

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

NA

02/24/1994 - 10/08/1994

BALTIMORE BANCORP INVESTMENT SERVICES, INC.

NY

07/19/1988 - 01/27/1993

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/06/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/15/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Jay Sitzer.
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