Unclaimed Profile

David Samuel M Addy

FINANCIAL ADVISERS OF AMERICA, LLC·CARLSBAD, California

FINANCIAL ADVISERS OF AMERICA, LLC

1930 PALOMAR POINT WAY, CARLSBAD, CA 92008CRD# 4991113Firm CRD# 142170

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Samuel M Addy · CARLSBAD, CA

Registration

CRD #4991113 · FINANCIAL ADVISERS OF AMERICA, LLC

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

David Samuel M Addy is a registered financial advisor based in CARLSBAD, California, affiliated with FINANCIAL ADVISERS OF AMERICA, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FINANCIAL ADVISERS OF AMERICA, LLC

AUM

$164M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FINANCIAL ADVISERS OF AMERICA, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Other: REFERRAL FEES

Regulatory

SEC/IARD CRD# 4991113

Firm CRD# 142170

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Samuel M Addy offer?

David Samuel M Addy specializes in Financial Planning, Investment Management. Contact their office in CARLSBAD, California for a consultation.

What are David Samuel M Addy's credentials?

David Samuel M Addy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Samuel M Addy located?

David Samuel M Addy is based in CARLSBAD, California, working with FINANCIAL ADVISERS OF AMERICA, LLC. Their office serves clients in the CARLSBAD metropolitan area and surrounding communities.

How does David Samuel M Addy charge for services?

David Samuel M Addy's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL ADVISERS OF AMERICA, LLC?

FINANCIAL ADVISERS OF AMERICA, LLC has approximately 50 employees and manages $164M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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