Unclaimed Profile

David Lee Fisher

BERMAN CAPITAL ADVISORS, LLC·ATLANTA, Georgia

Series 65Clean record8 years registeredBERMAN CAPITAL ADVISORS, LLC

3445 PEACHTREE ROAD, ATLANTA, GA 30326CRD# 6935865Firm CRD# 155419

Profile Verification

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

Identity

David Lee Fisher · ATLANTA, GA

Registration

CRD #6935865 · BERMAN CAPITAL ADVISORS, LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BERMAN CAPITAL ADVISORS, LLC

CRESSET ASSET MANAGEMENT, LLC

Oct 2021 – Nov 2024

Atlanta, GA

BERMAN CAPITAL ADVISORS, LLC

Apr 2018 – Oct 2021

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 20, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BERMAN CAPITAL ADVISORS, LLC

CRD 155419 · SEC 801-71925

AUM

$3.3B

Regulatory assets under management

Employees

1,169 client accounts

Services offered by BERMAN CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at BERMAN CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does David Lee Fisher offer?

David Lee Fisher specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are David Lee Fisher's credentials?

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

Where is David Lee Fisher located?

David Lee Fisher is based in ATLANTA, Georgia, last registered with BERMAN CAPITAL ADVISORS, LLC.

How does David Lee Fisher charge for services?

David Lee Fisher's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BERMAN CAPITAL ADVISORS, LLC?

BERMAN CAPITAL ADVISORS, LLC has approximately 30 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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