Unclaimed Profile

David Lawrence Strulowitz

FORUM FINANCIAL MANAGEMENT, LLC·LOMBARD, Illinois

SIE, Series 7, Series 24, Series 63, Series 65Clean record28 years registeredFORUM FINANCIAL MANAGEMENT, LLC

1900 S. HIGHLAND AVENUE, LOMBARD, IL 60148CRD# 2423722Firm CRD# 145706

Profile Verification

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

Identity

David Lawrence Strulowitz · LOMBARD, IL

Registration

CRD #2423722 · FORUM FINANCIAL MANAGEMENT, LLC · 28 years registered

Brand Profile

Not yet started

Career History

CETERA INVESTMENT ADVISERS LLC

Dec 2012 – present

FORUM FINANCIAL MANAGEMENT, LLC

Mar 2010 – Feb 2013

SKOKIE, IL

GENWORTH FINANCIAL ADVISERS CORPORATION

Feb 1998 – Mar 2011

SKOKIE, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 16, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FORUM FINANCIAL MANAGEMENT, LP

CRD 145706 · SEC 801-69970

AUM

$8.5B

Regulatory assets under management

Employees

145

21,698 client accounts

Services offered by FORUM FINANCIAL MANAGEMENT, LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FORUM FINANCIAL MANAGEMENT, LP →

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LOMBARD?

Browse all registered financial advisors in LOMBARD, Illinois or claim this profile if it's yours.

Browse LOMBARD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Lawrence Strulowitz offer?

David Lawrence Strulowitz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOMBARD, Illinois for a consultation.

What are David Lawrence Strulowitz's credentials?

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

Where is David Lawrence Strulowitz located?

David Lawrence Strulowitz is based in LOMBARD, Illinois, working with FORUM FINANCIAL MANAGEMENT, LLC. Their office serves clients in the LOMBARD metropolitan area and surrounding communities.

How does David Lawrence Strulowitz charge for services?

David Lawrence Strulowitz'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 FORUM FINANCIAL MANAGEMENT, LLC?

FORUM FINANCIAL MANAGEMENT, LLC has approximately 145 employees and manages $8.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →