AdvisorOS Directory
Claim Profile
Unclaimed Profile
DB

David Jay Blum

URDANG SECURITIES MANAGEMENT INC·PLYMOUTH MEETING, Pennsylvania
SIE, Series 7, Series 63Clean recordURDANG SECURITIES MANAGEMENT INC
630 WEST GERMANTOWN PIKE, PLYMOUTH MEETING, PA 19462CRD# 4342919Firm CRD# 107644

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Jay Blum · PLYMOUTH MEETING, PA
Registration
CRD #4342919 · URDANG SECURITIES MANAGEMENT INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CENTERSQUARE INVESTMENT MANAGEMENT, INC.
CRD 107644 · SEC 801-51733
AUM
$7.9B
Regulatory assets under management
Employees
43
65 client accounts
Services offered by CENTERSQUARE INVESTMENT MANAGEMENT, INC.
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at CENTERSQUARE INVESTMENT MANAGEMENT, INC. →
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 →

Looking for a financial advisor in PLYMOUTH MEETING?

Browse all registered financial advisors in PLYMOUTH MEETING, Pennsylvania or claim this profile if it's yours.

Browse PLYMOUTH MEETING AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does David Jay Blum offer?
David Jay Blum specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PLYMOUTH MEETING, Pennsylvania for a consultation.
What are David Jay Blum's credentials?
David Jay Blum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Jay Blum located?
David Jay Blum is based in PLYMOUTH MEETING, Pennsylvania, working with URDANG SECURITIES MANAGEMENT INC. Their office serves clients in the PLYMOUTH MEETING metropolitan area and surrounding communities.
How does David Jay Blum charge for services?
David Jay Blum'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 URDANG SECURITIES MANAGEMENT INC?
URDANG SECURITIES MANAGEMENT INC has approximately 43 employees and manages $7.9B 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 →

Other Advisors at URDANG SECURITIES MANAGEMENT INC

Peter Matthew Zabierek
PLYMOUTH MEETING, PA

More Advisors in PLYMOUTH MEETING, Pennsylvania

Alan Mark Schapire
CONVERGENT FINANCIAL STRATEGIES LLC·PLYMOUTH MEETING, PA
Carl Stephen Nadwodny
CONVERGENT FINANCIAL STRATEGIES LLC·PLYMOUTH MEETING, PA
John Edward Krol
LEGACY ADVISORS, LLC·PLYMOUTH MEETING, PA
Jacqueline Valerie Brady
CANOPY INVESTMENT ADVISORS LLC·PLYMOUTH MEETING, PA
Kevin James Broderick
THE CENTURION GROUP, LLC·PLYMOUTH MEETING, PA
Brent Cameron Morris
CANOPY INVESTMENT ADVISORS LLC·PLYMOUTH MEETING, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)
City Guides
PITTSBURGH GuidePHILADELPHIA GuideWAYNE GuideRADNOR GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile