Unclaimed Profile

David Abdo Hassan

KIRKOSWALD ASSET MANAGEMENT LLC·NEW YORK, New York

Clean recordKIRKOSWALD ASSET MANAGEMENT LLC

520 MADISON AVENUE, NEW YORK, NY 10022CRD# 6680354Firm CRD# 298735

Profile Verification

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

Identity

David Abdo Hassan · NEW YORK, NY

Registration

CRD #6680354 · KIRKOSWALD ASSET MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Abdo Hassan is a registered financial advisor based in NEW YORK, New York, affiliated with KIRKOSWALD ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

KIRKOSWALD ASSET MANAGEMENT LLC

AUM

$12.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at KIRKOSWALD ASSET MANAGEMENT LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Other: REIMBURSEMENT OF EXPENSES

Regulatory

SEC/IARD CRD# 6680354

Firm CRD# 298735

View on FINRA BrokerCheck →

Looking for a financial advisor in NEW YORK?

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

Browse NEW YORK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Abdo Hassan offer?

David Abdo Hassan specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.

What are David Abdo Hassan's credentials?

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

Where is David Abdo Hassan located?

David Abdo Hassan is based in NEW YORK, New York, working with KIRKOSWALD ASSET MANAGEMENT LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does David Abdo Hassan charge for services?

David Abdo Hassan's firm is compensated through percentage of aum, performance-based fees, other: reimbursement of expenses. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KIRKOSWALD ASSET MANAGEMENT LLC?

KIRKOSWALD ASSET MANAGEMENT LLC has approximately 27 employees and manages $12.9B 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 →