David Pressly
David Pressly is a registered investment advisor at Register Financial Advisors, LLC, based in Atlanta, GA, with 25 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 433 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.80% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.50% |
Fees are negotiable for accounts above $2,000,001.
Fee Estimator
Location
Atlanta, GA
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2008Other Business Activities
David provides investment advisor services to clients through Register Financial Advisors LLC since 2012. This takes minimal time.
Employment History
Current Registrations
Register Financial Advisors, LLC
Register Financial Associates, INC.Broker
Register Financial Associates, INC.
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations15 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.