David Nemecek
David Nemecek is a registered investment advisor at Citizens Securities, INC., based in Sewickley, PA, with 36 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 60,545 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.13% |
| $1.0M - $2.0M | 1.08% |
| $2.0M - $5.0M | 1.03% |
| $5M+ | 0.98% |
Schedule reflects fees for the Advisory Connect program. Other managed account programs charge an advisor fee up to 2%, plus platform and manager fees.
Fee Estimator
Location
502 Broad Street, Mailstop: 15B-0022, Sewickley, PA, 15143
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2008Other Business Activities
David coaches youth baseball and is a fundraising director for the team, spending a few hours per week on these activities. He also oversees the financial and medical affairs for his wife's aunt.
Employment History
Current Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
Previous Registrations
Emmett a Larkin Company, INC.Broker
L.C. Wegard & CO., INC.Broker
Hibbard Brown & CO., INC.Broker
State Registrations9 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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