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David Solomon Sassoon

JOSEPH SASSOON INVESTMENT MANAGEMENT LLC·NEW YORK, New York
Unclaimed Profile
48 WALL STREET, NEW YORK, NY 10043CRD# 7574137Firm CRD# 322215
01

About

David Solomon Sassoon is a registered financial advisor based in NEW YORK, New York, affiliated with JOSEPH SASSOON INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
JOSEPH SASSOON INVESTMENT MANAGEMENT LLC
JOSEPH SASSOON GROUP LLC
AUM
$100M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at JOSEPH SASSOON INVESTMENT MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7574137
Firm CRD# 322215
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Solomon Sassoon offer?
David Solomon Sassoon specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are David Solomon Sassoon's credentials?
David Solomon Sassoon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Solomon Sassoon located?
David Solomon Sassoon is based in NEW YORK, New York, working with JOSEPH SASSOON INVESTMENT MANAGEMENT LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does David Solomon Sassoon charge for services?
David Solomon Sassoon's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JOSEPH SASSOON INVESTMENT MANAGEMENT LLC?
JOSEPH SASSOON INVESTMENT MANAGEMENT LLC has approximately 7 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at JOSEPH SASSOON INVESTMENT MANAGEMENT LLC

Julie Anderson
NEW YORK, NY
Paul Lerner
NEW YORK, NY
Theodore George Burton Kronmiller
NEW YORK, NY
Daniel A Corey
NEW YORK, NY

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