David Venneri
David Venneri is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Sewickley, PA, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
2591 Wexford Bayne Rd, Ste 402, Sewickley, PA, 15143
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
Tiaa-Cref Advice and Planning Services
PNC Investments
PNC InvestmentsBroker
Essex National Securities, LLC
Essex National Securities, LLCBroker
Fifth Third Securities, INC.Broker
Blue Vase Securities, LLC
Blue Vase Securities, LLCBroker
Comerica SecuritiesBroker
Old Kent Financial AdvisorsBroker
Charles Schwab & CO., INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Citicorp Investment ServicesBroker
Great Western Financial Securities CorporationBroker
Kidder, Peabody & CO. IncorporatedBroker
Travelers Equities Sales, INC.Broker
Parker/hunter IncorporatedBroker
State Registrations1 state
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.