David Gordon
David Gordon is a registered investment advisor at Trustmont Advisory Group, INC., based in South Melville, NY, 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 Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 4,322 clients with $1.4B 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% |
Maximum annual fee is 2% of assets managed. Fees may vary depending on the specific advisor chosen.
Fee Estimator
Location
105 Maxess Rd Ste 124, South Melville, NY, 11747
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 the President/Owner of Gordon Wealth Inc. since 2015, engaging in the sale of various insurance products and offering investment advisory and brokerage services, taking nearly full-time hours. He also owns Five Towns Term, marketing term life insurance, and teaches financial education classes through the American Financial Education Alliance, dedicating minimal time to this.
Employment History
Current Registrations
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Previous Registrations
Brokers International Financial Services, LLC
Brokers International Financial Services, LLC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations6 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.