David Distefano

from Harbour Investments, Inc.
SEC regulated
Regulated Investment Advisor
David Distefano is a financial advisor based in Wisconsin, Madison, with 12 years of experience. David currently works for Harbour Investments, Inc.. David maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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David Distefano works at Harbour Investments, Inc.
Harbour Investments, Inc. is a financial advisory firm based in Madison, Wisconsin. It currently has approximately $3,389,109,398 of assets under management and employs about 219 people. Harbour Investments, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, subscription fees, fixed fees and commissions.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges, subscription fees, fixed fees and commissions
Office location
575 D'onofrio Drive, Suite 300, Madison, Wisconsin, 53719

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