David
Goldsmith
Mercury Advisory, LLC
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About this Advisor
David Goldsmith is a financial advisor based in San Francisco, California, working with Mercury Advisory, LLC. David has previously held positions at Summit, Truskett Law, Allen & Wisner, Full-Time Education, Allison Law Firm, Quiktrip, Cetera Advisor Networks LLC, Aspiration Financial LLC, Aspiration Partners, Inc, Growth Capital Services, Lendtable Inc, Mercury Technologies, Inc, Mercury Investment Services LLC, and Mercury Advisory LLC. David has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, David is part of Mercury Advisory, LLC, which operates out of San Francisco, California. The firm has 7 employees and manages assets totaling $6.4 billion. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Mercury Advisory, LLC includes asset-based and fixed fees.
Certifications and Registrations
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Mercury Advisory, LLC Brokerage Details
$6,401,152,342
7
4,485
$1,427,236
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
David Goldsmith Work History
Mercury Advisory LLC
Lendtable Inc
Mercury Technologies, Inc
Mercury Investment Services LLC
Growth Capital Services
Aspiration Financial LLC
Aspiration Partners, Inc
Summit
Cetera Advisor Networks LLC
Truskett Law
Allison Law Firm
Allen & Wisner
Full-Time Education
Quiktrip
Disclosures
Please visit the SEC profile of David Goldsmith 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 Mercury Advisory, LLC
New York, NY
San Francisco, CA
San Francisco, CA
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