Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid N. Peltz is a Certified Financial Planner® with over 19 years of experience in the financial services industry. David is a Registered Investment Advisor and currently works at Joel Isaacson & Co., LLC in New York, NY. David has specialized in financial planning, portfolio management for individuals, and portfolio management for investment companies. David has worked at Joel Isaacson & Co., LLC since February 2003.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Tax planning and compliance consulting services
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.
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NY
11/16/2021 - Present
Joel Isaacson & CO., LLC (NEW YORK NY)
Active
Inactive
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