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David Robert Haas

HAAS FINANCIAL, INC.·SANIBEL, Florida
Clean recordHAAS FINANCIAL, INC.
1619 PERIWINKLE WAY, SANIBEL, FL 33957CRD# 2912526Firm CRD# 329490

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Robert Haas · SANIBEL, FL
Registration
CRD #2912526 · HAAS FINANCIAL, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Robert Haas is a registered financial advisor based in SANIBEL, Florida, affiliated with HAAS FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
HAAS FINANCIAL, INC.
HAAS FINANCIAL, INC.
AUM
$75M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at HAAS FINANCIAL, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2912526
Firm CRD# 329490
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Robert Haas offer?
David Robert Haas specializes in Financial Planning, Investment Management. Contact their office in SANIBEL, Florida for a consultation.
What are David Robert Haas's credentials?
David Robert Haas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Robert Haas located?
David Robert Haas is based in SANIBEL, Florida, working with HAAS FINANCIAL, INC.. Their office serves clients in the SANIBEL metropolitan area and surrounding communities.
How does David Robert Haas charge for services?
David Robert Haas's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HAAS FINANCIAL, INC.?
HAAS FINANCIAL, INC. has approximately 1 employees and manages $75M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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City Guides
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Research
Advisor Fees in FloridaNational Fee Analysis
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