Unclaimed Profile

David Podell

PODELL FINANCIAL GROUP LLC·FAIRFIELD, New Jersey

SIE, Series 7, Series 6620 years registeredPODELL FINANCIAL GROUP LLC

271 ROUTE 46W, FAIRFIELD, NJ 07004CRD# 4546161Firm CRD# 325383

Profile Verification

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

Identity

David Podell · FAIRFIELD, NJ

Registration

CRD #4546161 · PODELL FINANCIAL GROUP LLC · 20 years registered

Brand Profile

Not yet started

Career History

PODELL FINANCIAL GROUP LLC

May 2023 – present

EAGLE STRATEGIES LLC

Apr 2006 – Jun 2023

FAIRFIELD, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 25, 2006

Years registered · 20

Disclosure History

2009Customer Dispute·Denied

1999Criminal·Final Disposition

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PODELL FINANCIAL GROUP LLC

CRD 325383 · SEC 801-127920

AUM

$141M

Regulatory assets under management

Employees

473 client accounts

Services offered by PODELL FINANCIAL GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PODELL FINANCIAL GROUP LLC →

Introduction

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Frequently Asked Questions

What services does David Podell offer?

David Podell specializes in Financial Planning, Investment Management. Contact their office in FAIRFIELD, New Jersey for a consultation.

What are David Podell's credentials?

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

Where is David Podell located?

David Podell is based in FAIRFIELD, New Jersey, working with PODELL FINANCIAL GROUP LLC. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.

How does David Podell charge for services?

David Podell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PODELL FINANCIAL GROUP LLC?

PODELL FINANCIAL GROUP LLC has approximately 5 employees and manages $141M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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