Unclaimed Profile

David William Karp

PAGNATOKARP PARTNERS, LLC·RESTON, Virginia

SIE, Series 7, Series 31, Series 63, Series 65Clean record28 years registeredPAGNATOKARP PARTNERS, LLC

11951 FREEDOM DRIVE, RESTON, VA 20190CRD# 2587445Firm CRD# 282298

Profile Verification

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

Identity

David William Karp · RESTON, VA

Registration

CRD #2587445 · PAGNATOKARP PARTNERS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

CRESSET ASSET MANAGEMENT, LLC

Jun 2020 – present

PAGNATOKARP PARTNERS, LLC

Jun 2016 – Jun 2020

Reston, VA

HIGHTOWER ADVISORS, LLC

Jul 2011 – Mar 2016

RESTON, VA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jan 1998 – Aug 2011

WASHINGTON, DC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · January 1, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PAGNATOKARP PARTNERS, LLC

CRD 282298 · SEC 801-107028

AUM

$2.2B

Regulatory assets under management

Employees

2,621 client accounts

Services offered by PAGNATOKARP PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

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 PAGNATOKARP PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does David William Karp offer?

David William Karp specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RESTON, Virginia for a consultation.

What are David William Karp's credentials?

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

Where is David William Karp located?

David William Karp is based in RESTON, Virginia, working with PAGNATOKARP PARTNERS, LLC. Their office serves clients in the RESTON metropolitan area and surrounding communities.

How does David William Karp charge for services?

David William Karp'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 PAGNATOKARP PARTNERS, LLC?

PAGNATOKARP PARTNERS, LLC has approximately 27 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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