Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Savir is an investment advisor representative with Element Pointe Family Office. David has been in the financial services industry since 2009. David holds a Series 3, Series 7, Series 65, and Series 66 licenses. He is a member of the Florida Bar but does not actively practice law. David is a volunteer director for Temple Menorah, Inc. and the NPA Foundation A.K.A. InService Foundation. David has experience in various areas of investment advice, including portfolio management for individuals, pooled investment vehicles, and selection of other advisors. David and Element Pointe Family Office provide consulting and family office advisory 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting and family office advisory 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.
Fees calculated based on the performance of your investments relative to a benchmark.
Reporting fees for family office clients
1
2
FL
09/01/2017 - Present
Element Pointe Family Office (MIAMI FL)
FL
12/05/2012 - 03/09/2016
J.P. MORGAN SECURITIES LLC (MIAMI FL)
NY
09/25/2009 - 09/24/2012
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 04/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2009
Series 3 - National Commodity Futures Examination
BC
Issued 09/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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