Unclaimed Profile

David J Collon

SEIZERT CAPITAL PARTNERS, LLC·BIRMINGHAM, Michigan

Series 7, Series 63, Series 65Clean record15 years registeredSEIZERT CAPITAL PARTNERS, LLC

34100 WOODWARD AVENUE, BIRMINGHAM, MI 48009-0961CRD# 2838698Firm CRD# 108954

Profile Verification

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

Identity

David J Collon · BIRMINGHAM, MI

Registration

CRD #2838698 · SEIZERT CAPITAL PARTNERS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

SEIZERT CAPITAL PARTNERS

Aug 2010 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · August 25, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SEIZERT CAPITAL PARTNERS, LLC

CRD 108954 · SEC 801-57995

AUM

$2.1B

Regulatory assets under management

Employees

251 client accounts

Services offered by SEIZERT CAPITAL PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at SEIZERT CAPITAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does David J Collon offer?

David J Collon specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BIRMINGHAM, Michigan for a consultation.

What are David J Collon's credentials?

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

Where is David J Collon located?

David J Collon is based in BIRMINGHAM, Michigan, working with SEIZERT CAPITAL PARTNERS, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does David J Collon charge for services?

David J Collon'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 SEIZERT CAPITAL PARTNERS, LLC?

SEIZERT CAPITAL PARTNERS, LLC has approximately 16 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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