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David Scott Pendergrass

DIRECTED SERVICES LLC·SCOTTSDALE, Arizona
Unclaimed Profile
7337 E DOUBLETREE RANCH RD, SCOTTSDALE, AZ 85258CRD# 4346314Firm CRD# 21675
01

About

David Scott Pendergrass is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with DIRECTED SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
DIRECTED SERVICES LLC
DIRECTED SERVICES LLC
AUM
$38.4B
Regulatory assets under management
Employees
160
Total firm employees
Services
Portfolio management (pooled investments)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4346314
Firm CRD# 21675
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Scott Pendergrass offer?
David Scott Pendergrass specializes in Investment Management, Fee-Only Advisory. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are David Scott Pendergrass's credentials?
David Scott Pendergrass is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Scott Pendergrass located?
David Scott Pendergrass is based in SCOTTSDALE, Arizona, working with DIRECTED SERVICES LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does David Scott Pendergrass charge for services?
David Scott Pendergrass's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DIRECTED SERVICES LLC?
DIRECTED SERVICES LLC has approximately 160 employees and manages $38.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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