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David Bindelglass

Fourstar Wealth Advisors, LLC
27 Years of Experience
Wayne, NJ
3 DisclosuresSells Insurance
View SEC Summary
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David Bindelglass is a registered investment advisor at Fourstar Wealth Advisors, LLC, based in Wayne, NJ, with 27 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 1,798 clients with $1.4B in assets under management.

Fourstar Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
1,798 clients
Average Client Portfolio
$790K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

FourStar Wealth Advisors charges an annual fee based on the value of the portfolio under management. This fee can be structured as a graduated scale, a flat fee program, or a combination based on client needs and complexity. Alternatively, fees may be charged on an hourly basis ranging from $200 to $500 per hour, or on a project basis. Fees are billed quarterly in advance. FourStar does not impose a stated minimum account size or minimum fee for investment management.

View Full SEC Brochure

Location

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

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History

Regulatory History (3)
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Customer Dispute
January 2018
Settled
Employment Separation After Allegations
December 2017
Customer Dispute
May 2014
Award / Judgment
View Full SEC ReportHow to Read Disclosures
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 11 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

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Exams
No exam information available for this advisor.
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