David Mammina is a CFP-designated registered investment advisor at Ganim Private Wealth, based in Port Jefferson, NY, with 17 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 85 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
414 Main Street, Suite 302, Port Jefferson, NY, 11777
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 Activities
David is a financial advisor and registered representative through Kestra Investment Services, spending nearly full-time on these activities. He also provides investment advisory services through Kestra Advisory Services, LLC and GFS Wealth Management Advisors, Inc., and manages Coastline Holdings Group, LLC, dedicating about half his time to these roles.
Employment History
Current Registrations
Ganim Private Wealth
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Ameriprise Financial Services, INC.Broker
State Registrations34 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.