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David Bruce Mirsky

MIRSKY FINANCIAL MANAGEMENT CORP.·ROCHESTER, New York
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130C LINDEN OAKS, ROCHESTER, NY 14625CRD# 2122683Firm CRD# 166061
01

About

David Bruce Mirsky is a registered financial advisor based in ROCHESTER, New York, affiliated with MIRSKY FINANCIAL MANAGEMENT CORP.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MIRSKY FINANCIAL MANAGEMENT CORP.
MIRSKY FINANCIAL MANAGEMENT CORP.
AUM
$278M
Regulatory assets under management
Employees
11
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2122683
Firm CRD# 166061
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Bruce Mirsky offer?
David Bruce Mirsky specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCHESTER, New York for a consultation.
What are David Bruce Mirsky's credentials?
David Bruce Mirsky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Bruce Mirsky located?
David Bruce Mirsky is based in ROCHESTER, New York, working with MIRSKY FINANCIAL MANAGEMENT CORP.. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.
How does David Bruce Mirsky charge for services?
David Bruce Mirsky's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MIRSKY FINANCIAL MANAGEMENT CORP.?
MIRSKY FINANCIAL MANAGEMENT CORP. has approximately 11 employees and manages $278M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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