David Dahan
David Dahan is a registered investment advisor at Private Advisor Group, LLC, based in Stroudsburg, PA, with 33 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
907 Main Street, Suite 102, Stroudsburg, PA, 18360
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2008Customer Dispute
January 1999Other Business Activities
David operates under several DBAs for his LPL business and Private Advisor Group, LLC. He also owns multiple real estate rental properties, dedicating minimal time to these ventures.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations31 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.