DP
DP

David Pieronowski

12 Years of Experience
Orlando, FL
BrokerSells Insurance

David Pieronowski is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Orlando, FL, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

7380 Sand Lake Road, Suite 405, Orlando, FL, 32819

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History

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.

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Other Business ActivitiesSells Insurance

David brokers insurance products, acts as CEO of DP Wealth Strategies (an advisor S corporation), and is an agent for Erb and Young Insurance and The Brokers Network, providing life insurance solutions. He also works as an advisor with Signature Wealth Partners.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2021 - Present · 4 yrs 10 mos
Raymond James Financial Services, INC.Broker
November 2021 - Present · 4 yrs 10 mos
Previous Registrations
MML Investors Services, LLC
April 2015 - November 2021 · 6 yrs 7 mos
MML Investors Services, LLCBroker
December 2014 - November 2021 · 6 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
February 2013 - October 2014 · 1 yr 8 mos
State Registrations15 states
ALCAFLGAILINKSMANCNYOHSCTNVAWI
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.
David Pieronowski - Financial Advisor | TrueAdvisor