David Quast
David Quast is a CFP, ChFC-designated registered investment advisor at VALIC Financial Advisors, INC., based in East Hampton, CT, 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
East Hampton, CT
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
November 2010Customer Dispute
November 2010Other Business ActivitiesSells Insurance
David is a church council member and a member of the East Hampton/Marlborough Rotary Club. He also sells non-securities insurance products as an agent, dedicating a few hours per week to this activity.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Ing Financial Advisers, LLCBroker
State Registrations19 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.