David Scafa
David Scafa is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Princeton Jct, NJ, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4 Huntington Dr., Princeton Jct, NJ, 08550
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
David is involved in several business activities, including Scafa Financial Services LLC, SCAFA Professional Center LLC (rental property), David J. Scafa, CPA, PFS (accounting/tax preparation), MRK Financial Solutions (financial advisor), and TruPlan Financial Advisors (senior wealth advisor). His accounting/tax preparation business takes nearly full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations3 states
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