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David Bindelglass

26 Years of Experience
3 DisclosuresSells Insurance

David Bindelglass is a registered investment advisor at Fourstar Wealth Advisors, LLC, based in Wayne, NJ, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,314 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
1,314 clients
Average Client Portfolio
$944K average
Assets Under Management
$1.2B

Fee Structure

Investment management only (planning not offered)

FourStar Wealth Advisors offers investment management services for an annual fee based on the amount of assets they manage. The fee can be a graduated scale, a flat fee, or a combination, depending on your needs. Flat fees are based on the complexity of your situation. Fees may also be charged hourly ($200-$500/hour) or on a project basis. The annual fee is charged quarterly, in advance, based on the market value of your investments on the last day of the previous billing period.

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Location

1341 Hamburg Tpke, Suite 2-7, Wayne, NJ, 07470

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2018
Settled
Employment Separation After Allegations
December 2017
Customer Dispute
May 2014
Award / Judgment
Other Business ActivitiesSells Insurance

David is an insurance agent selling various non-securities insurance products. He dedicates minimal time to this activity.

Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
November 2022 - Present · 3 yrs 5 mos
Previous Registrations
Cantella & CO., INC.
January 2018 - November 2022 · 4 yrs 10 mos
Cantella & CO., INC.Broker
January 2018 - November 2022 · 4 yrs 10 mos
Morgan StanleyBroker
June 2009 - January 2018 · 8 yrs 7 mos
Morgan Stanley
June 2009 - January 2018 · 8 yrs 7 mos
Citigroup Global Markets INC.
June 2005 - June 2009 · 4 yrs
Citigroup Global Markets INC.Broker
June 2005 - June 2009 · 4 yrs
RBC Dain Rauscher INC.
January 2004 - June 2005 · 1 yr 5 mos
RBC Dain Rauscher INC.Broker
March 2003 - June 2005 · 2 yrs 3 mos
First Institutional Securities, L.L.C.Broker
April 1999 - March 2003 · 3 yrs 11 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.