DM
CFP · PFS
DM
CFP · PFS
David Mirsky is a CFP, PFS-designated registered investment advisor, based in Rochester, NY, with 32 years of industry experience.
Location
140 Allens Creek Rd., Ste. 110, Rochester, NY, 14618
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Regulatory History (2)
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Employment Separation After Allegations
March 2023Employment Separation After Allegations
February 2023Other Business ActivitiesSells Insurance
David works as an insurance agent, dedicating minimal time to this activity. He is also an investment advisor representative (IAR) with Focused Wealth Advisors LLC, a CPA providing tax services, a college professor, a board trustee, and an advisory representative of an RIA.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
February 2025 - Present · 1 yr 3 mos
Cambridge Investment Research Advisors, INC.
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Mercer Global Advisors INC.
February 2022 - April 2023 · 1 yr 2 mos
Mirsky Financial Management CORP.
December 2012 - March 2022 · 9 yrs 3 mos
Leigh Baldwin & CO., LLCBroker
August 2011 - March 2023 · 11 yrs 7 mos
Ensemble Financial Services, INC.Broker
May 1996 - August 2011 · 15 yrs 3 mos
U S G M Securities, INC.Broker
January 1992 - November 2006 · 14 yrs 10 mos
State Registrations3 states
FLNCNY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.