David Gordon

from Vestmark Advisory Solutions, Inc.
SEC regulated
Regulated Investment Advisor
David Gordon is a financial advisor based in Massachusetts, Wakefield, with 30 years of experience. David currently works for Vestmark Advisory Solutions, Inc.. David maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (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 Gordon works at Vestmark Advisory Solutions, Inc.
Vestmark Advisory Solutions, Inc. is a financial advisory firm based in Wakefield, Massachusetts. It currently has approximately $3,222,240,609 of assets under management and employs about 18 people. Vestmark Advisory Solutions, Inc. uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
15 years
Fee structure
and a percentage of assets under your management
Office location
100 Quannapowitt Pkwy, Suite 205, Wakefield, Massachusetts, 1880

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