Integrated Advisors Network LLC
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About this Advisor
David Sztrom is a financial advisor operating out of Dallas, Texas, with 5 years of relevant experience. Sztrom is on the advisory team at Integrated Advisors Network LLC. Throughout their career, they have worked at Ubs Financial Services, Travel, University Of Arizona, Dw Advisors, Advanced Practice Advisors, LLC, Sztrom Capital Management LLC and Integrated Advisors Network, LLC. Sztrom has a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in California, Louisiana and Pennsylvania. Integrated Advisors Network LLC is a firm that has its headquarters in Dallas, TX. The investment advisory business has offices in 39 locations and a total of 81 people on staff. It handles $4 billion in assets under management between its 11,258 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 40 charitable organizations. Of its 11,258 accounts, just 5% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advisory services largely depend on the type of services provided. However, fees charged by Integrated Advisors Network LLC likely include some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
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Integrated Advisors Network LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
David Sztrom Work History
David has been registered as a financial advisor for 5 years.*
Integrated Advisors Network, LLC
Sztrom Capital Management LLC
Advanced Practice Advisors, LLC
Ubs Financial Services
University Of Arizona
*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.
Please visit the SEC profile of David Sztrom 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 Integrated Advisors Network LLC
San Diego, CA
Mount Airy, MD
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 email@example.com.
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