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David Philip Gershoni

Aegis Capital Corp.

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About David Philip Gershoni

David Gershoni is a financial professional with over 30 years of experience in the industry. David is a registered representative with Aegis Capital Corp. David has experience working with a variety of clients including high-net-worth individuals, corporations, and pooled investment vehicles. David provides financial planning services, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. David is also registered as an investment advisor representative in Connecticut and Texas.

Firm Information

David Gershoni is currently registered with Aegis Capital Corp.. Aegis Capital Corp. is a corporation formed in 1984 and headquartered in New York, NY. The firm provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles. Aegis Capital Corp. is registered with the SEC and in 53 states. The firm has over 257 registered representatives and manages approximately $1.28 billion in assets.
Aegis Capital Corp.

1345 AVENUE OF THE AMERICAS

NEW YORK, NY 10105

$1.28B

Assets Under Management

Not reported

Total Clients

156

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 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.

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 Gershoni’s Registration & Firm History

CT

04/22/2022 - Present

Aegis Capital Corp. (WESTPORT CT)

CT

07/08/1991 - 03/23/2022

AMERIPRISE FINANCIAL SERVICES, LLC (New Haven CT)

MN

07/08/1991 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 10/30/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/03/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

Disclosures

There are 5 public disclosures for David Philip Gershoni. Review regulatory record here.
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