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David S Detar

Bofa Securities, Inc.

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About David S Detar

David Detar is a financial advisor with over 20 years of experience in the financial services industry. David has held positions at several prominent firms, including Merrill Lynch, UBS Securities LLC, and UBS Financial Services Inc. David is currently registered with Bofa Securities, Inc. David is a Series 7, Series 52TO, Series 53, and Series 66 licensed professional. David holds registrations in all 50 states and the District of Columbia.

Firm Information

David Detar is currently registered with Bofa Securities, Inc.. Bofa Securities, Inc. is a corporation formed in September 2015 and headquartered in New York, NY. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. Bofa Securities provides research-related services and publishes periodicals. The firm has 314 registered representatives.
Bofa Securities, Inc.

ONE BRYANT PARK

NEW YORK, NY 10036

Not reported

Assets Under Management

Not reported

Total Clients

1,401

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.

check

research-related services

Research-related services

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.

check

other

Negotiated fees for research-related services

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David Detar’s Registration & Firm History

NC

05/10/2019 - Present

Bofa Securities, Inc. (CHARLOTTE NC)

NC

08/08/2008 - 05/10/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)

PA

01/16/2006 - 06/25/2008

UBS SECURITIES LLC (PHILADELPHIA PA)

NJ

10/21/2004 - 01/16/2006

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

PA

11/14/2001 - 09/08/2004

COMMERCE CAPITAL MARKETS, INC. (PHILADELPHIA PA)

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Licenses & Designations

BOTH

Issued 03/28/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/31/2014

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

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

Disclosures

There are no public disclosures for David S Detar.
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