David
Fleischer

Chickasaw Capital Management, LLC

CRD#1013019
Investment Advisor
in New York, NY
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About this Advisor

David Fleischer is an investment advisor in New York, New York. Currently an investment advisor at Chickasaw Capital Management, LLC, they have gathered 12 years of work experience. Fleischer holds Series 63 and Series 66 licenses, which qualify them as a securities broker. Fleischer can advise investors based out of Tennessee. Fleischer has spent their whole career at Chickasaw Capital Management, LLC. Chickasaw Capital Management, LLC is located in New York, New York. As a company, Chickasaw Capital Management, LLC manages $5 billion in assets throughout 1,200 client accounts and retains 28 staff members. The amount of assets the firm manages places it among the largest investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 51% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Chickasaw Capital Management, LLC offers portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. The firm's fees may include asset-based, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Commissions, Performance-based Fees

Disclosures

No

Office Location

277 West End Ave Apt 15B
New York, NY 10023

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Chickasaw Capital Management, LLC Brokerage Details

Total Assets Under Management

$3,523,671,581

NY Average: $730,596,643
Total Number of Employees

26

NY Average: 15
Total Number of Accounts

1,029

NY Average: 968
Average Account Size

$3,424,365

NY Average: $754,749

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

David Fleischer Work History

David has 12 years of experience.

2006 - Present (13 years)

Chickasaw Capital Management LLC

Disclosures

David Fleischer has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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