David Sheinheit
David Sheinheit is a registered investment advisor at UBS Financial Services INC., based in Hallandale Beach, FL, with 39 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
1010 S. Federal Highway Suite 2601, Hallandale Beach, FL, 33009
Get directionsHistory
Regulatory History (4)
Customer Dispute
October 2010Customer Dispute
April 2006Customer Dispute
March 1998Customer Dispute
March 1998Other Business Activities
David is the incoming president of the North Dade South Broward Estate Planning Council, an educational organization, and administers board policies. He is also a managing member of MunPrecLLC, a real estate company involved in buying and selling real estate.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations14 states
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
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