David
Gradzki
Roffman Miller Associates Inc
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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
Services Offered
Fee Structure
Office Location
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Roffman Miller Associates Inc Brokerage Details
$2,484,019,710
12
1,458
$1,703,717
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
David Gradzki Work History
Roffman Miller
Pace University
Lrae Global
Lrae Global
Unemployed Due To Covid
Hei Hotels
Neuman'S Kitchen
Elegant Affairs Caterers
Signpost
Apogee Events
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
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
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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