David Mital is a CFP-designated registered investment advisor, based in Oakland, NJ, with 40 years of industry experience.
Location
310 Ramapo Valley Road, Po Box 90, Oakland, NJ, 07436
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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 →Other Business ActivitiesSells Insurance
David runs a tax preparation service for four months of the year, dedicating nearly full-time hours during that period. He also works as a notary public, sells fixed insurance (including health insurance), and operates a DBA for financial services, spending full-time hours on the latter.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
C.J.M. Asset Management, LLC
C. J. M. Planning CORP.Broker
State Registrations8 states
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