DT
David Terrell
from Symphonic Financial Advisors LLC
David Terrell is a financial advisor based in New York, New York,
with 11 years of experience. David currently works for
Symphonic Financial Advisors LLC.
David maintains a S63 license (Uniform Securities Agent 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
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting
David Terrell works at Symphonic Financial Advisors LLC
Symphonic Financial Advisors LLC is a financial advisor based in New York, New York. It currently has around $133,222,234 of assets under management and employs approximately 5 people. The main advice areas covered by Symphonic Financial Advisors LLC are: financial planning services, portfolio management for individuals and/or small businesses and portfolio management for businesses (other than small businesses) or institutional clients (other than registered investment companies and other pooled investment vehicles and). Symphonic Financial Advisors LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
11 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
400 Park Avenue, 10th Floor, New York, New York, 10022