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David Podell

PODELL FINANCIAL GROUP LLC·FAIRFIELD, New Jersey
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271 ROUTE 46W, FAIRFIELD, NJ 07004CRD# 4546161Firm CRD# 325383
01

About

David Podell is a registered financial advisor based in FAIRFIELD, New Jersey, affiliated with PODELL FINANCIAL GROUP LLC. 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
03

Firm Overview

Firm
PODELL FINANCIAL GROUP LLC
PODELL FINANCIAL GROUP LLC
AUM
$141M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PODELL FINANCIAL GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4546161
Firm CRD# 325383
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in FAIRFIELD
Richard Lewis Zack — BLEAKLEY FINANCIAL GROUP, LLCGeorge J Yost — CHADLER INVESTMENT ADVISORY SOLUTIONS, LLCMichael Timothy Dwyer — STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.Joseph Lawrence Sluck — STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.Joseph John Duran — BLEAKLEY FINANCIAL GROUP, LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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