David Lessner is a registered investment advisor, based in Pittsfield, MA, with 20 years of industry experience.
Location
100 North Street, Suite 401, Pittsfield, MA, 01201
Get directionsHistory
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 is the owner of Lessner Wealth Advisors, an LLC formed for tax purposes only, dedicating minimal time. He also works as an insurance agent selling non-variable insurance and annuities, spending a few hours per week.
Employment History
Current Registrations
World Investments, LLC
World Investment Advisors, LLC
World Investments, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Boston Harbor Wealth Advisors, LLC
Raymond James Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations30 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.