David Astorr
David Astorr is a registered investment advisor at Wilmington Capital Securities, LLC, based in East Hampton, NY, with 29 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 192 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wilmington Capital Securities charges an annual management fee based on the value of your portfolio. This fee ranges from 0.5% to 2.0% and is negotiable. The fee is paid in advance, either monthly or quarterly, and is automatically deducted from your account by the custodian. If you terminate the service, you'll receive a pro-rated refund of any unearned fees.
Location
28 Gingerbread Lane, East Hampton, NY, 11937
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a partner in Gingerbread Square Management Co. since 2010, deriving passive rental income with no duties. He is also the owner and sole proprietor of Daveastorr.com and/or Dave E Astorrr Inc. since 2016, dedicating full-time hours to this investment-related advisory and brokerage business.
Employment History
Current Registrations
Wilmington Capital Securities, LLC
Wilmington Capital Securities, LLCBroker
Previous Registrations
Rockwell Global Capital LLCBroker
Cabot Lodge Securities LLCBroker
Cl Wealth Management LLC
Allied Beacon Partners, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Irc Securities LLCBroker
Capfi Partners, LLCBroker
Potomac Research Group
Stanford Group CompanyBroker
Leerink Swann & CompanyBroker
Schwab Capital Markets L.P.Broker
Charles Schwab & CO., INC.Broker
Lynch, Jones & Ryan, INC.Broker
Lehman Brothers INC.Broker
State Registrations12 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.