David Dagostino
David Dagostino is a registered investment advisor at Cetera Investment Advisers LLC, based in Tavares, FL, with 31 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
383 W Alfred Street, Tavares, FL, 32778
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Regulatory History (1)
Customer Dispute
March 2005Other Business ActivitiesSells Insurance
David is a managing partner at Infinity Financial Group, doing business as a financial services and fixed insurance company, since 2005. He also serves as Board Chairman for the Tavares Chamber of Commerce, spending a few hours per week, and as a polling place deputy for Lake County Supervisor of Elections, spending minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Paulson Investment Company, INC.Broker
Park Avenue Securities LLCBroker
Continental Broker-Dealer CORP.Broker
Pruco Securities CorporationBroker
State Registrations7 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.