David Trende
David Trende is a registered investment advisor at The Strategic Financial Alliance, based in Hinckley, OH, with 28 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 1,463 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees are negotiated between you and your advisor, subject to program maximums up to 2% annually. Third-party asset manager fees generally range from 0.10% to 2.50% annually.
Fee Estimator
Location
Hinckley, OH
Get directionsHistory
Regulatory History (4)
Regulatory
December 2011Regulatory
December 2010Regulatory
September 2004Employment Separation After Allegations
July 2001Other Business ActivitiesSells Insurance
David is an independent contractor for Wealth Design Partners LLC, selling fixed investment products, life insurance, and disability insurance. He is also a partner at AEG LLC, an FMO/IMO for fixed insurance products, and owns Morgan Prescott & Associates for consulting and real estate investing; each of these activities take a few hours per week.
Employment History
Current Registrations
The Strategic Financial Alliance, INC.Broker
The Strategic Financial Alliance
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Legacy Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations15 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.