David
Gottlieb
Savvy
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About this Advisor
David Gottlieb is a financial advisor based in West Orange, New Jersey, working with Savvy. David has previously held positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Ameriprise Financial Services, Inc, Apw Capital, Inc, Dai Securities, LLC, Prosperity - An Eisneramper Com, Savvy, Dai Securities LLC, and Eisneramper Wealth Management. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey and Texas. Currently, David is part of Savvy, which operates out of West Orange, New Jersey. The firm has 10 offices and 12 employees. The firm manages assets totaling $401.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Savvy includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Savvy Brokerage Details
$401,296,753
12
1,218
$329,472
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
David Gottlieb Work History
Prosperity - An Eisneramper Com
Savvy
Dai Securities LLC
Dai Securities, LLC
Eisneramper Wealth Management
Apw Capital, Inc
Morgan Stanley Private Bank, National Association
Ameriprise Financial Services, Inc
Morgan Stanley Smith Barney
Disclosures
Please visit the SEC profile of David Gottlieb 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 Savvy
West Chester, PA
New York, NY
Charlotte, NC
Bellingham, WA
Del Mar, CA
Edgewood, KY
West Orange, NJ
New York, NY
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