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David Lee Skalski

EHD ADVISORY SERVICES, INC.·LANCASTER, Pennsylvania
Unclaimed Profile
115 E. KING STREET, LANCASTER, PA 17602CRD# 1455092Firm CRD# 127155
01

About

David Lee Skalski is a registered financial advisor based in LANCASTER, Pennsylvania, affiliated with EHD ADVISORY SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
EHD ADVISORY SERVICES, INC.
EHD ADVISORY SERVICES, INC.
AUM
$126M
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1455092
Firm CRD# 127155
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Lee Skalski offer?
David Lee Skalski specializes in Financial Planning, Investment Management. Contact their office in LANCASTER, Pennsylvania for a consultation.
What are David Lee Skalski's credentials?
David Lee Skalski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Lee Skalski located?
David Lee Skalski is based in LANCASTER, Pennsylvania, working with EHD ADVISORY SERVICES, INC.. Their office serves clients in the LANCASTER metropolitan area and surrounding communities.
How does David Lee Skalski charge for services?
David Lee Skalski'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 EHD ADVISORY SERVICES, INC.?
EHD ADVISORY SERVICES, INC. has approximately 6 employees and manages $126M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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