David Elefant is a PFS-designated registered investment advisor, based in Highland Beach, FL, with 22 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Highland Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David sells fixed insurance under the name 'Elefant Financial' and owns Garden State Financial Service, LLC, which facilitates securities, advisory, and insurance business. He also owns Garden State Income Tax Services, LLC, P & M Realty, LLC, and Amboy & Remsen, LLC.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations16 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.
Exams
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