Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Picchi is a financial advisor with Goldman Sachs & Co. LLC, a firm that manages more than $50 billion in assets. David has been in the financial industry since 1996. David specializes in a wide range of financial services including financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. David has a strong track record of success in providing financial advice to clients. Prior to joining Goldman Sachs & Co. LLC, David was an advisor at Scottrade, Inc., M&T Securities, Inc., Quick & Reilly, Inc., and Fleet Brokerage Securities, Inc..
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.
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.
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.
Earned based on transactions or products sold.
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.
Execution charges, custody, management fee
1
2
NY
07/10/2018 - Present
Goldman Sachs & Co. LLC (COHOES NY)
NY
03/17/2006 - 03/07/2018
SCOTTRADE, INC. (LATHAM NY)
NY
11/18/2005 - 03/17/2006
M&T SECURITIES, INC. (CLIFTON PARK NY)
MD
04/22/2002 - 12/17/2004
M&T SECURITIES, INC. (BALTIMORE MD)
NY
02/14/1998 - 05/21/2001
QUICK & REILLY, INC. (NEW YORK NY)
NY
04/17/1996 - 02/14/1998
FLEET BROKERAGE SECURITIES, INC. (NEW YORK NY)
NA
01/01/1991 - 06/19/1992
GLOBAL CAPITAL SECURITIES, INC.
BOTH
Issued 07/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure David Picchi is the right advisor for you? Invested Better is here to help.
