David
Gradzki
Roffman Miller Associates Inc
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About this Advisor
David Gradzki is a financial advisor working out of Philadelphia, Pennsylvania who has 2 years of industry experience. Gradzki is on the advisory team at Roffman Miller Associates Inc. Over the course of their career, Gradzki has held roles at Roffman Miller, Lrae Global, Hei Hotels, Neuman'S Kitchen, Elegant Affairs Caterers, Signpost, Apogee Events, Hunter College, Pace University and Unemployed Due To Covid. Gradzki maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to operate in Pennsylvania. Roffman Miller Associates Inc is a financial advisory company that has its headquarters in Philadelphia, PA. It oversees $2 billion in assets between its 1,398 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 1,398 accounts, 63% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Roffman Miller Associates Inc offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors vary depending on which services are provided. However, fees billed by Roffman Miller Associates Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Roffman Miller Associates Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$2,094,262,806
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
11
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1,398
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$1,498,042
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
David Gradzki Work History
David has been registered as a financial advisor for 2 years.*
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
*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 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 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.
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