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David William Babat

Grayscale Advisors

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About David William Babat

David Babat is an investment advisor representative who has been in the securities industry since 2014. David has a Series 7, Series 66 and SIE license. David is currently registered with Grayscale Advisors and has been with the firm since August 2024. David has also been registered with Foreside Fund Services, LLC and Blackrock Investments, LLC.

Firm Information

David Babat is currently registered with Grayscale Advisors. Grayscale Advisors is an investment advisor registered with the SEC and based in Stamford, Connecticut. The firm manages investment portfolios for investment companies and pooled investment vehicles, with approximately $2,301,084 in regulatory assets under management. Their primary focus is on providing investment advice and management for institutional clients.
Grayscale Advisors

290 HARBOR DRIVE

STAMFORD, CT 06902

$2.30M

Assets Under Management

Not reported

Total Clients

14

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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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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 Babat’s Registration & Firm History

CT

08/30/2024 - Present

Grayscale Advisors (STAMFORD CT)

ME

07/09/2024 - 08/29/2024

FORESIDE FUND SERVICES, LLC (PORTLAND ME)

MA

08/06/2014 - 06/10/2024

BLACKROCK INVESTMENTS, LLC (BOSTON MA)

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Licenses & Designations

BOTH

Issued 09/16/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David William Babat.
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