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David Sztrom

Integrated Advisors Network LLC

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About David Sztrom

David Sztrom is a registered investment advisor representative of Integrated Advisors Network LLC. David has been working in the financial industry since 2014. David is licensed to provide investment advice in California, Louisiana and Pennsylvania. David has passed the Series 7, Series 65, and SIE exams. David's previous experience includes working for UBS Financial Services Inc., DW Advisors, Advanced Practice Advisors, LLC, and Sztrom Capital Management LLC. David specializes in providing financial planning, educational seminars, portfolio management for individuals, businesses, and pooled investment vehicles, as well as selection of other advisors.

Firm Information

David Sztrom is currently registered with Integrated Advisors Network LLC. Integrated Advisors Network LLC is a Dallas, TX-based Registered Investment Advisor (RIA) managing over $4.2 billion in assets for a diverse clientele. The firm provides comprehensive financial planning, portfolio management, and investment advisory services to individuals, families, corporations, trusts, pension plans, and charitable organizations. With a team of 84 investment advisor representatives and 22 licensed agents, Integrated Advisors Network specializes in personalized financial solutions tailored to individual needs. Their services include portfolio management, investment advisory, financial planning, educational seminars, selection of other advisors, and portfolio management for businesses.
Integrated Advisors Network LLC

8117 PRESTON RD

DALLAS, TX 75225

$4.21B

Assets Under Management

Not reported

Total Clients

69

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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David Sztrom’s Registration & Firm History

TX

04/04/2018 - Present

Integrated Advisors Network LLC (DALLAS TX)

CA

08/10/2015 - 08/20/2015

UBS FINANCIAL SERVICES INC. (SAN DIEGO CA)

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Licenses & Designations

IA

Issued 10/14/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/20/2015

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 4 public disclosures for David Sztrom. Review regulatory record here.
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