David
Alfano

Archer Investment Corporation

CRD#3061144
Investment Advisor
in Old Greenwich, CT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

David Alfano is a financial advisor based in Old Greenwich, Connecticut, working with Archer Investment Corporation. David has previously held positions at David F Alfano Cpa, Securities America, Inc, Alfano Wealth Advisors, LLC, Securities America Advisors, Inc, Ameriprise Financial Services, Inc, Archer Investment Corporation, Alfano & Company Cpa LLC, and Cambridge Investment Research Advisors, Inc. David has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Connecticut. Currently, David is part of Archer Investment Corporation, which operates out of Old Greenwich, Connecticut. The firm has 84 offices and 82 employees. The firm manages assets totaling $749.2 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and pension consulting services. The fee structure at Archer Investment Corporation includes asset-based fees.

Certifications and Registrations

Series 65, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

3 Boulder Ave
Old Greenwich, CT 06870

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Archer Investment Corporation Brokerage Details

Total Assets Under Management

$749,207,372

CT Average: $1,347,246,178
Total Number of Employees

82

CT Average: 46
Total Number of Accounts

3,810

CT Average: 1,775
Average Account Size

$196,642

CT Average: $759,012

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

David Alfano Work History

2020 - Present (4 years)

Archer Investment Corporation

1995 - Present (29 years)

Alfano & Company Cpa LLC

2020 - 2020 (< 1 year)

Cambridge Investment Research Advisors, Inc

2017 - 2020 (3 years)

Archer Investment Corporation

2015 - 2017 (2 years)

Ameriprise Financial Services, Inc

2008 - 2015 (7 years)

Securities America Advisors, Inc

2004 - 2015 (11 years)

Securities America, Inc

2000 - 2015 (15 years)

Alfano Wealth Advisors, LLC

1996 - 2015 (19 years)

David F Alfano Cpa

Disclosures

Please visit the SEC profile of David Alfano 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 Archer Investment Corporation

Adam Oates
Greensboro, NC
Ricky Melton
Murray, KY
Andrew Hart
Tallassee, AL
Kurtis Ternet
Carmel, IN
Sanjay Asija
Barrington, IL
Slade Buell
Burleson, TX
Gabriel Cena
Woodland Hills, CA
Ronald Odom
Tempe, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started