David
Drzadinski

F/M Investments LLC

CRD#2623432
Investment Advisor
in Milwaukee, WI

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About this Advisor

David Drzadinski is a financial advisor based in Milwaukee, Wisconsin, working with F/M Investments LLC. David has previously held positions at Ziegler Capital Management, LLC and F/M Investments LLC. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, David is part of F/M Investments LLC, which operates out of Milwaukee, Wisconsin. The firm has 8 offices and 67 employees. The firm manages assets totaling $12.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at F/M Investments LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

309 North Water Street Suite 315
Milwaukee, WI 53202

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F/M Investments LLC Brokerage Details

Total Assets Under Management

$12,845,275,039

WI Average: $4,886,152,200
Total Number of Employees

67

WI Average: 60
Total Number of Accounts

3,530

WI Average: 205
Average Account Size

$3,638,888

WI Average: $23,834,889

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

David Drzadinski Work History

2024 - Present (0 year)

F/M Investments LLC

2012 - Present (12 years)

Ziegler Capital Management, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of David Drzadinski 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 F/M Investments LLC

Chong Han
Washington, DC
Randall Loving
Washington, DC
Francisco Bido
Washington, DC
David Littleton
Washington, DC
Zachary Newcomer
Washington, DC
David Drzadinski
Milwaukee, WI
Jeffrey Holmes
Washington, DC
Richard Burling
Washington, DC

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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