DS
CFA
DS
CFA

David Sparacino

22 Years of Experience
Florham Park, NJ

David Sparacino is a CFA-designated registered investment advisor at Jacobs Levy Equity Management, based in Florham Park, NJ, with 22 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 72 clients with $31B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
72 clients
Average Client Portfolio
$434.3M average
Assets Under Management
$31.3B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Jacobs Levy charges a fee based on a percentage of the value of the assets they manage. These fees are generally charged quarterly, in arrears. The fees vary based on the investment strategy, the type and size of the account, and other factors. Fees may be negotiable for certain clients.

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Location

100 Campus Drive, P.O. Box 650, Florham Park, NJ, 07932-0650

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Jacobs Levy Equity Management
December 2003 - Present · 22 yrs 4 mos
State Registrations1 state
NJ
Advisor

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.

Exams
No exam information available for this advisor.