David Burgio
David Burgio is a PFS-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Depew, NY, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4990 Transit Road, Depew, NY, 14043
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David owns Custom Wealth Strategies, LLC to facilitate securities, advisory, and insurance business and sells fixed insurance under the same name. He also co-owns Beck & Valazza, LLC, a commercial property, provides tax preparation services, and co-owns rental property in Naples, FL.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
Royal Alliance Associates, INC.Broker
Cigna Financial Advisors,inc.Broker
State Registrations26 states
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