Unclaimed Profile

David Joseph Safra

J. SAFRA ASSET MANAGEMENT CORPORATION·NEW YORK CITY, New York

Clean recordJ. SAFRA ASSET MANAGEMENT CORPORATION

546 FIFTH AVENUE, NEW YORK CITY, NY 10036CRD# 6829502Firm CRD# 131243

Profile Verification

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

Identity

David Joseph Safra · NEW YORK CITY, NY

Registration

CRD #6829502 · J. SAFRA ASSET MANAGEMENT CORPORATION

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Joseph Safra is a registered financial advisor based in NEW YORK CITY, New York, affiliated with J. SAFRA ASSET MANAGEMENT CORPORATION. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

J. SAFRA ASSET MANAGEMENT CORPORATION

AUM

$3.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at J. SAFRA ASSET MANAGEMENT CORPORATION →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Market timing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Other: % OF ASSETS UNDER CONSULTATION

Regulatory

SEC/IARD CRD# 6829502

Firm CRD# 131243

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Joseph Safra offer?

David Joseph Safra specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK CITY, New York for a consultation.

What are David Joseph Safra's credentials?

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

Where is David Joseph Safra located?

David Joseph Safra is based in NEW YORK CITY, New York, working with J. SAFRA ASSET MANAGEMENT CORPORATION. Their office serves clients in the NEW YORK CITY metropolitan area and surrounding communities.

How does David Joseph Safra charge for services?

David Joseph Safra's firm is compensated through percentage of aum, subscription fees, other: % of assets under consultation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is J. SAFRA ASSET MANAGEMENT CORPORATION?

J. SAFRA ASSET MANAGEMENT CORPORATION has approximately 19 employees and manages $3.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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