Unclaimed Profile

David Fleisher Ii

PENN INVESTMENT ADVISORS, INC.·BALA CYNWYD, Pennsylvania

SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record25 years registeredPENN INVESTMENT ADVISORS, INC.

1 BELMONT AVE, BALA CYNWYD, PA 19004CRD# 1845151Firm CRD# 151715

Profile Verification

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

Identity

David Fleisher Ii · BALA CYNWYD, PA

Registration

CRD #1845151 · PENN INVESTMENT ADVISORS, INC. · 25 years registered

Brand Profile

Not yet started

Career History

EQUITABLE ADVISORS, LLC

Jul 2016 – present

FIRSTRUST FINANCIAL ADVISORS

Aug 2004 – present

MSI FINANCIAL SERVICES, INC.

Jul 2016 – Jul 2016

PHILADELPHIA, PA

METLIFE SECURITIES INC.

Feb 2011 – Jul 2016

PHILADELPHIA, PA

AXA ADVISORS, LLC

Jul 2002 – Feb 2011

PHILADELPHIA, PA

PROGRESS FINANCIAL ADVISORS

Aug 2001 – Dec 2004

PHILADELPHIA, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 9, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PENN INVESTMENT ADVISORS, INC.

CRD 151715 · SEC 801-70683

AUM

$574M

Regulatory assets under management

Employees

1,139 client accounts

Services offered by PENN INVESTMENT ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PENN INVESTMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does David Fleisher Ii offer?

David Fleisher Ii specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BALA CYNWYD, Pennsylvania for a consultation.

What are David Fleisher Ii's credentials?

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

Where is David Fleisher Ii located?

David Fleisher Ii is based in BALA CYNWYD, Pennsylvania, working with PENN INVESTMENT ADVISORS, INC.. Their office serves clients in the BALA CYNWYD metropolitan area and surrounding communities.

How does David Fleisher Ii charge for services?

David Fleisher Ii'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 PENN INVESTMENT ADVISORS, INC.?

PENN INVESTMENT ADVISORS, INC. has approximately 9 employees and manages $574M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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