David Wilson is a registered investment advisor, based in New York, NY, with 19 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold.
Location
200 Park Avenue, New York, NY, 10166
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Pershing Advisor Solutions LLC
January 2022 - Present · 4 yrs 9 mos
Pershing Advisor Solutions LLCBroker
January 2022 - Present · 4 yrs 9 mos
Bny Mellon Advisors, INC.
December 2008 - Present · 17 yrs 10 mos
Pershing LLC
September 2007 - Present · 19 yrs 1 mo
Pershing LLCBroker
September 2007 - Present · 19 yrs 1 mo
State Registrations2 states
NJPA
AdvisorBrokerBoth
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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