David
Gradzki

Roffman Miller Associates Inc

CRD#7403971
Investment Advisor
in Philadelphia, PA

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About this Advisor

David Gradzki is a financial advisor based in Philadelphia, Pennsylvania, working with Roffman Miller Associates Inc. David has previously held positions at Roffman Miller, Lrae Global, Hei Hotels, Neuman's Kitchen, Elegant Affairs Caterers, Signpost, Apogee Events, Hunter College, Pace University, and was unemployed due to Covid. David has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, David is part of Roffman Miller Associates Inc, which operates out of Philadelphia, Pennsylvania. The firm has 12 employees and manages assets totaling $2.5 billion. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Roffman Miller Associates Inc includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

1835 Market Street Suite 500
Philadelphia, PA 19103

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Roffman Miller Associates Inc Brokerage Details

Total Assets Under Management

$2,484,019,710

PA Average: $15,833,994,310
Total Number of Employees

12

PA Average: 41
Total Number of Accounts

1,458

PA Average: 3,342
Average Account Size

$1,703,717

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

David Gradzki Work History

2021 - Present (3 years)

Roffman Miller

2021 - Present (3 years)

Pace University

2021 - 2021 (< 1 year)

Lrae Global

2020 - 2020 (< 1 year)

Lrae Global

2020 - 2021 (1 year)

Unemployed Due To Covid

2019 - 2020 (1 year)

Hei Hotels

2017 - 2019 (2 years)

Neuman'S Kitchen

2017 - 2019 (2 years)

Elegant Affairs Caterers

2016 - 2017 (1 year)

Signpost

2013 - 2017 (4 years)

Apogee Events

2011 - 2016 (5 years)

Hunter College

Disclosures

Please visit the SEC profile of David Gradzki 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 Roffman Miller Associates Inc

Kevin Cooke
Philadelphia, PA
Earl Miller
Philadelphia, PA
Peter Gaertner
Philadelphia, PA
Andrew Damico
Philadelphia, PA
Gerard Guertin
Philadelphia, PA
David Gradzki
Philadelphia, PA
Susan Arnold
Philadelphia, PA
Ryan Crooks
Philadelphia, PA

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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