David
Tabone

Destra Capital Advisors LLC

CRD#1649005
Investment Advisor
in Chesterbrook, PA

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About this Advisor

David Tabone is a financial advisor operating in Chesterbrook, Pennsylvania with a total of 5 years of relevant experience. Tabone is an advisor for Destra Capital Advisors LLC. They have spent their entire time as a financial advisor at Destra Capital Advisors Llc. Tabone maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Pennsylvania. Destra Capital Advisors LLC is a registered investment firm operating out of Bozeman, MT. It oversees $188 million in assets between its three accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Destra Capital Advisors Llc provides portfolio management for investment companies. Financial advisory fee schedules largely depend on the financial services offered. However, fees billed by Destra Capital Advisors LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

Chesterbrook, PA

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Destra Capital Advisors LLC Brokerage Details

Total Assets Under Management

$187,974,161

PA Average: $2,609,029,241
Total Number of Employees

13

PA Average: 66
Total Number of Accounts

3

PA Average: 6,076
Average Account Size

$62,658,054

PA Average: $429,399

Investment Advisory Services

  • Portfolio management for investment companies

David Tabone Work History

David has been registered as a financial advisor for 5 years.*

2012 - Present (12 years)

Destra Capital Investments LLC

*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 Tabone 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 Destra Capital Advisors LLC

Daniel Watnee
Bozeman, MT
Thomas Benton
Carlsbad, CA
Kenneth Merritt
Bozeman, MT
David Tabone
Chesterbrook, PA
Rosa Valencia
Bozeman, MT
Robert Watson
Bozeman, MT
Eric Haines
Denver, CO
James Yount
Bozeman, MT

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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