David
Dirks
Plum Street Advisors, LLC
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About this Advisor
David Dirks is a financial advisor operating out of Newton Center, Massachusetts who has 6 years of relevant experience. Dirks is currently employed by Plum Street Advisors, LLC. Over the course of their career, they have held roles at Mbsc Securities Corporation, The Bank Of New York Mellon, Mellon Capital Management Corporation and Plum Street Advisors, LLC. Dirks maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in California, Florida, Louisiana, Massachusetts, New York and Washington. Plum Street Advisors, LLC is a financial advisory company with a branch in Newton Center, Massachusetts. The investment advisory business has a total of six advisors. It has $181 million in total assets among its 364 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm serves five charities and foundations. Of its 364 client accounts, 37% are associated with high-net-worth investors who have at least $1 million in assets. The business has a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules typically vary depending on the type of financial services. Fees charged by Plum Street Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Plum Street Advisors, LLC Brokerage Details
$181,102,392
6
364
$497,534
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
David Dirks Work History
David has been registered as a financial advisor for 6 years.*
Plum Street Advisors, LLC
The Bank Of New York Mellon
Mellon Capital Management Corporation
Mbsc Securities Corporation
*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 Dirks 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 Plum Street Advisors, LLC
Newton Center, MA
Ithaca, NY
New Orleans, LA
Newton Center, MA
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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