AdvisorOS Directory
Claim Profile
DN

David John Nowacoski

UA ADVISORY SERVICES, INC.·ENDWELL, New York
Unclaimed Profile
1405 DAVIS AVENUE, ENDWELL, NY 13760CRD# 2364668Firm CRD# 137217
01

About

David John Nowacoski is a registered financial advisor based in ENDWELL, New York, affiliated with UA ADVISORY SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
UA ADVISORY SERVICES, INC.
UA ADVISORY SERVICES, INC.
AUM
$180M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at UA ADVISORY SERVICES, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2364668
Firm CRD# 137217
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ENDWELL?

Browse all registered financial advisors in ENDWELL, New York or claim this profile if it's yours.

Browse ENDWELL AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David John Nowacoski offer?
David John Nowacoski specializes in Investment Management, Wealth Management. Contact their office in ENDWELL, New York for a consultation.
What are David John Nowacoski's credentials?
David John Nowacoski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David John Nowacoski located?
David John Nowacoski is based in ENDWELL, New York, working with UA ADVISORY SERVICES, INC.. Their office serves clients in the ENDWELL metropolitan area and surrounding communities.
How does David John Nowacoski charge for services?
David John Nowacoski'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 UA ADVISORY SERVICES, INC.?
UA ADVISORY SERVICES, INC. has approximately 5 employees and manages $180M 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 →
Other advisors in ENDWELL
Jr. Robert Sedor — UA ADVISORY SERVICES, INC.Thomas Michael Surowka — UA ADVISORY SERVICES, INC.
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile