David Strulowitz
David Strulowitz is a registered investment advisor at Cetera Investment Advisers LLC, based in Skokie, IL, with 32 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
8170 Mccormick Blvd, Ste 219, Skokie, IL, 60076
Get directionsHistory
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 is an attorney since 1985 and a financial advisor with Cornerstone Advisers, LLC since 2012, dedicating nearly full-time hours to the latter. He also collects renewals from Guardian Life Insurance, interviews people about spiritual experiences, teaches spirituality classes, and volunteers as a goodwill ambassador for a non-profit.
Employment History
Current Registrations
Cetera Financial Specialists LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Forum Financial Management, LLC
Genworth Financial Advisers Corporation
Genworth Financial Securities CorporationBroker
Sunamerica Securities, INC.Broker
State Registrations1 state
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.