David
Zastenchik
Quint Investments And Insurance
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About this Advisor
David Zastenchik is a certified financial planner who works out of Poughkeepsie, New York. Zastenchik is on the advisory team at Quint Investments And Insurance. During their career, the advisor has held roles at Quint Investments And Insurance, Mehl, Zastenchik & Associates, LLC, Hudson Valley Wealth Management Group, Cosimos Restaurant Group, The Tax Alternative Group LLC and Kirshon & Company, Pc. Zastenchik is registered to work in New York. Quint Investments And Insurance is a financial advisory firm based in Wappingers Falls, NY. It administers $43 million in assets between its 285 accounts, making it one of the smaller firms in the United States by assets under management. The firm serves one charitable organizations. Of its 285 accounts, just 1% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees largely vary depending on which service is provided. However, fees charged by Quint Investments And Insurance likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Quint Investments And Insurance Brokerage Details
$42,756,574
7
285
$150,023
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
David Zastenchik Work History
David has been registered as a financial advisor for 0 years.*
Quint Investments And Insurance
Hudson Valley Wealth Management Group
Mehl, Zastenchik & Associates, LLC
The Tax Alternative Group LLC
Kirshon & Company, Pc
Cosimos Restaurant Group
*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 Zastenchik 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 Quint Investments And Insurance
Poughkeepsie, NY
Wappingers Falls, NY
Wappingers Falls, NY
Wappingers Falls, NY
Wappingers Falls, 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.
