David
Shechtman

Hilltop Securities Inc

CRD#6635680
Investment Advisor
in Dallas, TX

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About this Advisor

David Shechtman is a financial advisor based in Dallas, Texas, working with Hilltop Securities Inc. David has previously held positions at The Keeper, Sambuca, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Tom Ferry, Pegasus Pain Management, Mexican Bar Company, Veritas Home Health, Myutilities, Mylestone Plans, Lincoln Financial Advisors, Els Wealth Management, Legacy Valet, Lincoln Financial Advisors Corporation, and Hilltop Securities Inc. David has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida and Texas. Currently, David is part of Hilltop Securities Inc, which operates out of Dallas, Texas. The firm has 17 offices and 113 employees. The firm manages assets totaling $1.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Hilltop Securities Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

717 N. Harwood Street Suite 3400
Dallas, TX 75201

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Hilltop Securities Inc Brokerage Details

Total Assets Under Management

$1,866,292,572

TX Average: $3,042,739,679
Total Number of Employees

113

TX Average: 49
Total Number of Accounts

4,546

TX Average: 2,315
Average Account Size

$410,535

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

David Shechtman Work History

2023 - Present (2 years)

Hilltop Securities Inc

2020 - 2023 (3 years)

Jpmorgan Chase Bank, N.A

2020 - 2023 (3 years)

J.P. Morgan Securities LLC

2020 - 2020 (< 1 year)

Tom Ferry

2020 - 2020 (< 1 year)

Pegasus Pain Management

2019 - 2020 (1 year)

Mexican Bar Company

2019 - 2020 (1 year)

Veritas Home Health

2019 - 2019 (< 1 year)

Myutilities

2018 - 2018 (< 1 year)

Mylestone Plans

2018 - 2018 (< 1 year)

Lincoln Financial Advisors Corporation

2017 - 2018 (1 year)

The Keeper

2017 - 2018 (1 year)

Els Wealth Management

2016 - 2018 (2 years)

Lincoln Financial Advisors

2015 - 2017 (2 years)

Sambuca

2014 - 2016 (2 years)

Legacy Valet

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of David Shechtman 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 Hilltop Securities Inc

Alexis Correa
Austin, TX
James Towne
Solana Beach, CA
Harold Wright
Dallas, TX
Hunter Coleman
Austin, TX
Brannon Johnson
Dallas, TX
Matthew Gomez
Austin, TX
Grant Finney
Dallas, TX
Traci Kurtz
Dallas, TX

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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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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