Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Scott Magrone is a financial advisor who has been active in the industry since December 1993. Currently, David is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. David has a wide range of experience, having previously worked for J.P. MORGAN SECURITIES INC. and JOSEPHTHAL LYON & ROSS INCORPORATED. David offers a variety of financial services to his clients, including portfolio management for individuals and businesses, pension consulting, and educational seminars. David is also a general partner/managing member of SALTAIRE ACK LLC, a limited liability company that was established to purchase a second home.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
11/20/2000 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
05/05/1994 - 04/13/1999
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
12/13/1993 - 04/29/1994
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
IA
Issued 05/19/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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