David
Podell
Podell Financial Group LLC
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About this Advisor
David Podell is a financial advisor based in Fairfield, New Jersey, working with Podell Financial Group LLC. David has previously held positions at New York Life Insurance Company, Nylife Securities, and Podell Financial Group LLC. David has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, David is part of Podell Financial Group LLC, which operates out of Fairfield, New Jersey. The firm has 5 employees and manages assets totaling $140.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Podell Financial Group LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Podell Financial Group LLC Brokerage Details
$140,623,000
5
473
$297,300
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
David Podell Work History
Podell Financial Group LLC
New York Life Insurance Company
Nylife Securities
Disclosures
Please visit the SEC profile of David Podell 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 Podell Financial Group LLC
Fairfield, NJ
Fairfield, NJ
Fairfield, NJ
Los Angeles, 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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