David
Coiro
Symphonic Financial Advisors LLC
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About this Advisor
David Coiro is a financial advisor operating in Los Angeles, California with 6 years of relevant experience. Coiro is an advisor for Symphonic Financial Advisors LLC. The advisor has gained experience at Symphonic Securities and Rim Securities LLC. Coiro holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in California. Symphonic Financial Advisors LLC is a financial advisory business that has its headquarters in New York, NY. The firm has offices in 13 locations and just five employees. It handles $133 million in assets across its 806 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 806 accounts, just 1% belong to high-net-worth clients who have greater than $1 million in investable assets. Symphonic Financial Advisors LLC performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors usually vary depending on which services are provided. Fees billed by Symphonic Financial Advisors LLC most likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Symphonic Financial Advisors LLC Brokerage Details
$133,222,234
5
806
$165,288
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
David Coiro Work History
David has been registered as a financial advisor for 6 years.*
Symphonic Securities
Rim Securities LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Coiro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Symphonic Financial Advisors LLC
Lutherville Timonium, MD
New York, NY
New York, NY
New York, NY
Rockport, TX
New York, NY
Houston, TX
Spring, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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