DI
DI

David Fleisher II

36 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4071 advisors
Number of Clients
65,561 clients
Average Client Portfolio
$529K average
Assets Under Management
$34.7B

Fee Structure

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Location

15 E Ridge Pike, Conshohocken, PA, 19428

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

David is an independent insurance agent selling various insurance products through Firstrust Financial Resources LLC, where he also serves as President/CEO. He is also the Mayor of Cherry Hill Township, NJ, dedicating about a quarter of his time to this role.

Employment History
Current Registrations
Equitable Advisors, LLC
July 2016 - Present · 9 yrs 7 mos
Equitable Advisors, LLCBroker
July 2016 - Present · 9 yrs 7 mos
Firstrust Financial Advisors
August 2004 - Present · 21 yrs 6 mos
Previous Registrations
Msi Financial Services, INC.Broker
July 2016 - July 2016 · 0 mos
Msi Financial Services, INC.
July 2016 - July 2016 · 0 mos
Metlife Securities INC.
February 2011 - July 2016 · 5 yrs 5 mos
Metlife Securities, INCBroker
February 2011 - July 2016 · 5 yrs 5 mos
AXA Advisors, LLC
July 2002 - February 2011 · 8 yrs 7 mos
Progress Financial Advisors
August 2001 - December 2004 · 3 yrs 4 mos
AXA Advisors, LLCBroker
January 1991 - February 2011 · 20 yrs 1 mo
The Equitable Life Assurance Society of the United StatesBroker
January 1991 - January 2000 · 9 yrs
W. S. Griffith & CO., INC.Broker
August 1988 - November 1989 · 1 yr 3 mos
State Registrations24 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.