David Distefano
from Harbour Investments, Inc.
David Distefano is a financial advisor based in Wisconsin, Madison, with 18 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.
- 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
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
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
- Complete our easy online form
- Get matched with a financial advisor
- Schedule your free first meeting