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David Netkin

St. Bernard Financial Services, INC.
44 Years of Experience
Mountainside, NJ
1 DisclosureBroker
View SEC Summary
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David Netkin is a registered investment advisor at St. Bernard Financial Services, INC., based in Mountainside, NJ, with 44 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 798 clients with $140M in assets under management.

St. Bernard Financial Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
798 clients
Average Client Portfolio
$171K average
Assets Under Management
$136.2M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K2.00%
$50K - $100K1.75%
$100K - $250K1.50%
$250K - $500K1.25%
$500K - $5.0M1.00%
$5M+1.00%

Fees for accounts over $5 million are negotiable. Clients may alternatively choose a flat fee to be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1199 Route 22 East, Suite 306, Mountainside, NJ, 07092

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2004
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

David operates a branch office for Woodstock Wealth Management, Inc. as Edgewood Financial Group Inc., dedicating minimal time to this. He also performs non-registered branch functions for St Bernard Financial Services, spending minimal time on this as well.

Employment History
Current Registrations
St. Bernard Financial Services, INC.Broker
December 2021 - Present · 4 yrs 10 mos
Woodstock Wealth Management, INC.
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
Woodstock Financial Group, INC.
February 2006 - November 2018 · 12 yrs 9 mos
Woodstock Financial Group, INC.Broker
December 2005 - December 2019 · 14 yrs
Raike Financial Group INC.
November 2005 - November 2005 · 0 mos
Morgan Stanley Dw INC.Broker
May 2004 - November 2005 · 1 yr 6 mos
Morgan Stanley
May 2004 - November 2005 · 1 yr 6 mos
Wachovia Securities, LLC
July 2003 - May 2004 · 10 mos
Wachovia Securities, LLCBroker
July 2003 - May 2004 · 10 mos
Prudential Securities Incorporated
July 2002 - July 2003 · 1 yr
Prudential Securities IncorporatedBroker
November 1999 - July 2003 · 3 yrs 8 mos
Atlantic Group Securities, INC.Broker
June 1997 - November 1999 · 2 yrs 5 mos
Rickel & Associates, INC.Broker
May 1982 - August 1997 · 15 yrs 3 mos
State Registrations5 states
FLNCNJTXVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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