Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Siegel is an investment advisor representative with Hightower Advisors, LLC, who has been in the industry since 2000. David is registered with the state of New York. David has experience with a variety of client types including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. David provides a range of services to clients including financial planning, portfolio management for businesses and individuals, and selection of other advisors. David has previously been employed with PARK AVENUE SECURITIES LLC, ASSENT LLC, and ANDOVER BROKERAGE, L.L.C. David is committed to providing clients with high-quality investment advice and 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.
Guidance on pension options to ensure a secure financial future.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NY
04/21/2023 - Present
Hightower Advisors, LLC (Purchase NY)
NY
10/26/2005 - 01/24/2017
PARK AVENUE SECURITIES LLC (RYE BROOK NY)
IL
03/03/2003 - 10/22/2003
ASSENT LLC (BOLINGBROOK IL)
NY
05/25/2000 - 03/03/2003
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
IA
Issued 01/07/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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