Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lee Srulevitch is a financial advisor with The Colony Group, LLC, a firm with over $50 billion in assets under management. David has been in the industry since 2007, and his experience includes positions at Banc of America Investment Services, Inc., E*TRADE Securities LLC, and Buckingham Strategic Wealth, LLC. David is a Certified Financial Planner™ and holds Series 7 and Series 63 licenses. David specializes in providing financial planning, portfolio management, and investment advisory services for individuals, families, businesses, and institutional clients. He is also experienced in tax planning and preparation, insurance solutions, credit and cash management, and family office services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MA
07/01/2024 - Present
THE Colony Group, LLC (BOSTON MA)
NC
08/18/2008 - 03/18/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
04/05/2007 - 07/14/2008
E*TRADE SECURITIES LLC (CHARLOTTE NC)
BC
Issued 04/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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