David
Zastenchik

Quint Investments And Insurance

CRD#7707490
Investment Advisor
in Poughkeepsie, NY

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About this Advisor

David Zastenchik is a financial advisor based in Poughkeepsie, New York, working with Quint Investments And Insurance. David has previously held positions 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. David is registered to provide services in New York. Currently, David is part of Quint Investments And Insurance, which operates out of Poughkeepsie, New York. The firm has 7 employees and manages assets totaling $56.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Quint Investments And Insurance includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11 Raymond Avenue Ste 32
Poughkeepsie, NY 12603

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Quint Investments And Insurance Brokerage Details

Total Assets Under Management

$55,976,194

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

7

NY Average: 88
Total Number of Accounts

338

NY Average: 3,892
Average Account Size

$165,610

NY Average: $1,917,921

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

2023 - Present (1 year)

Quint Investments And Insurance

2023 - Present (1 year)

Hudson Valley Wealth Management Group

2016 - Present (8 years)

Mehl, Zastenchik & Associates, LLC

2016 - 2016 (< 1 year)

The Tax Alternative Group LLC

2015 - 2015 (< 1 year)

Kirshon & Company, Pc

2012 - 2018 (6 years)

Cosimos Restaurant Group

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

Wayne Quint
Wappingers Falls, NY
David Zastenchik
Poughkeepsie, NY
Daniel Goodwin
Wappingers Falls, NY
William Pepe
Wappingers Falls, NY
Joseph Christiana
Wappingers Falls, NY
Nancy Coenen
Wappingers Falls, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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