David
Silberg
Aegis Capital Corp
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About this Advisor
David Silberg is a financial advisor who works in Melville, New York. Silberg currently works for Aegis Capital Corp. Their career trajectory has included roles at David S Silberg Lutcf Insurance Serv, Aegis Capital Corp, Allied Millennial Partners, Millennial Advisers, Newbridge Securities Corporation and Newbridge Financial Services Group, Inc. Silberg has Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in New York and Texas. Aegis Capital Corp is a registered investment business operating out of New York, NY. It has offices in 19 locations and a total of 297 people on staff. It manages $1 billion in assets under management across its 2,166 accounts, making it one of the larger investment advisory firms in the country by assets under management. Of its 2,166 client accounts, 16% are held by high-net-worth investors who have at least $1 million in assets available to invest. The business offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial advisory services typically depend on which services the firm provides the client. Fee types charged by Aegis Capital Corp may include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aegis Capital Corp Brokerage Details
$1,033,140,094
297
2,166
$476,981
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
David Silberg Work History
David has been registered as a financial advisor for 0 years.*
Aegis Capital Corp
David S Silberg Lutcf Insurance Serv
Newbridge Securities Corporation
Newbridge Financial Services Group, Inc
Allied Millennial Partners
Millennial Advisers
Aegis Capital Corp
*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 Silberg 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 Aegis Capital Corp
New York, NY
New York, NY
Melville, NY
Melville, NY
New York, NY
New York, NY
Miami, FL
Melville, 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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