David
Siegfried

Financial Advisor Network, Inc

CRD#7396740
Investment Advisor
in Farmingdale, NY

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About this Advisor

David Siegfried is a certified financial planner who works in Farmingdale, New York with 2 years of relevant experience. Siegfried is on the advisory team at Financial Advisor Network, Inc. Throughout their career, Siegfried has worked at Financial Advisor Network, Inc, Payroll Dynamics and Adp. Siegfried can advise clients in New York. Financial Advisor Network, Inc is a financial advisory business that has its headquarters in Farmingdale, NY. It oversees $135 million in total assets between its 396 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 396 client accounts, 22% are held by high-net-worth investors who have more than $1 million in investable assets. Financial Advisor Network, Inc offers portfolio management for individuals and small businesses. A financial advisor's fees usually vary depending on which services the firm provides the client. Fee types billed by Financial Advisor Network, Inc typically consist of asset-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

1111 Route 110 Suite 359
Farmingdale, NY 11735

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Financial Advisor Network, Inc Brokerage Details

Total Assets Under Management

$135,000,000

NY Average: $7,464,549,021
Total Number of Employees

5

NY Average: 88
Total Number of Accounts

396

NY Average: 3,892
Average Account Size

$340,909

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

David Siegfried Work History

David has been registered as a financial advisor for 2 years.*

2015 - Present (9 years)

Financial Advisor Network, Inc

2013 - 2015 (2 years)

Payroll Dynamics

2007 - 2013 (6 years)

Adp

*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 Siegfried 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 Financial Advisor Network, Inc

Leslie Braun
Farmingdale, NY
David Siegfried
Farmingdale, NY
John Trotta
Farmingdale, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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