David
Astorr
Wilmington Capital Securities, LLC
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About this Advisor
David Astorr is a financial advisor working in East Hampton, New York with 8 years of relevant experience. Astorr is an employee of Wilmington Capital Securities, LLC. During their career, Astorr has held roles at Allied Beacon Partners, Inc, Allied Beacon Wealth Management, Cabot Lodge Securities, Wilmington Capital Securities LLC, Rockwell Global Capital, LLC and Rockwell Global Advisors, LLC. Astorr maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in New Jersey and New York. Wilmington Capital Securities, LLC is a registered investment company that has its headquarters in Garden City, NY. The company has offices in three locations and a total of six advisors. It manages $223 million in assets under management among its 180 customer accounts, making it one of the mid-sized firms in the country by assets under management. Of its 180 accounts, just 14% are held by high-net-worth investors who have greater than $1 million in investable assets. The business has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management largely depend on the type of services provided. However, fees charged by Wilmington Capital Securities, LLC likely consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wilmington Capital Securities, LLC Brokerage Details
$222,703,879
6
180
$1,237,244
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Astorr Work History
David has been registered as a financial advisor for 8 years.*
Wilmington Capital Securities LLC
Rockwell Global Advisors, LLC
Allied Beacon Partners, Inc
Allied Beacon Wealth Management
Cabot Lodge Securities
Rockwell Global Capital, LLC
*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 Astorr 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 Wilmington Capital Securities, LLC
East Hampton, NY
New York, NY
Garden City, NY
Naples, FL
Garden City, NY
Garden City, NY
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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