David
Alfano

Archer Investment Corporation

CRD#3061144
Investment Advisor
in Old Greenwich, CT

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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

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

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.

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