David
Peck
Traynor Capital Management
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About this Advisor
David Peck is a financial advisor based in Malvern, Pennsylvania, working with Traynor Capital Management. David has previously held positions at Ysc Sports, Philadelphia Union, High Performance Sports, and Traynor Capital Management, Inc. David has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Pennsylvania and Texas. Currently, David is part of Traynor Capital Management, which operates out of Malvern, Pennsylvania. The firm has 12 employees and manages assets totaling $1.2 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Traynor Capital Management includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Traynor Capital Management Brokerage Details
$1,245,013,642
12
1,275
$976,481
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
David Peck Work History
Traynor Capital Management, Inc
Philadelphia Union
High Performance Sports
Ysc Sports
Disclosures
Please visit the SEC profile of David Peck 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 Traynor Capital Management
Malvern, PA
Canton, GA
Malvern, PA
Malvern, PA
Malvern, PA
Malvern, 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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