DD
CFP · ChFC
DD
CFP · ChFC

David Dimenstein

34 Years of Experience
Great Barrington, MA
BrokerSells Insurance

David Dimenstein is a CFP, ChFC-designated registered investment advisor, based in Great Barrington, MA, with 34 years of industry experience.

Location

Great Barrington, MA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

David is a trustee for two employee plans and co-president of The Feingold Companies, where he works as a TPA/pension consultant (a few hours per week) and an independent insurance agent (minimal time). He also works as an advisory representative of a RIA (about 10-20% of his time) and is a committee member for the Worcester Chamber Music Society.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
September 2019 - Present · 6 yrs 8 mos
Cambridge Investment Research, INC.
September 2019 - Present · 6 yrs 8 mos
Cambridge Investment Research, INC.Broker
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Fsc Securities CorporationBroker
February 2009 - September 2019 · 10 yrs 7 mos
Fsc Securities Corporation
February 2009 - September 2019 · 10 yrs 7 mos
Advantage Capital Corporation
January 2006 - February 2009 · 3 yrs 1 mo
Advantage Capital CorporationBroker
August 1994 - February 2009 · 14 yrs 6 mos
Fsc Securities CorporationBroker
May 1994 - October 1994 · 5 mos
Travelers Equities Sales, INC.Broker
September 1992 - August 1994 · 1 yr 11 mos
MML Investors Services, INC.Broker
December 1991 - October 1993 · 1 yr 10 mos
State Registrations14 states
COCTFLIAILMAMDMENCNHNJNYOHRI
AdvisorBrokerBoth

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
No exam information available for this advisor.
David Dimenstein - Financial Advisor | TrueAdvisor