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David Sorrentino

N.N.A.I.A
19 Years of Experience
Syosset, NY
View SEC Summary
View SEC Summary

David Sorrentino is a registered investment advisor at N.N.A.I.A, based in Syosset, NY, with 19 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning.

N.N.A.I.A
Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

  • Comprehensive financial planning — Fixed fee ranging from $2,500 to $15,000, or hourly rates between $250 and $350, depending on the complexity of your financial situation and the specific services requested.
One-Time Plan:$2,500 - $15,000
Hourly Rate:$250 - $350/hr
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Location

6900 Jericho Turnpike, Suite 300, Syosset, NY, 11791

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
N.N.A.I.A
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
Sandlapper Wealth Management, LLC
November 2015 - December 2017 · 2 yrs 1 mo
Sandlapper Securities, LLCBroker
November 2015 - December 2017 · 2 yrs 1 mo
Capital Investment Advisory Services, LLC
October 2010 - July 2015 · 4 yrs 9 mos
Cic Advisers, LLC
October 2010 - December 2012 · 2 yrs 2 mos
Capital Investment Group, INC.Broker
September 2010 - July 2015 · 4 yrs 10 mos
Park Avenue Securities LLC
July 2007 - September 2010 · 3 yrs 2 mos
Park Avenue Securities LLCBroker
February 2005 - September 2010 · 5 yrs 7 mos
State Registrations2 states
NJNY
Advisor

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
No exam information available for this advisor.
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