David Vileno
David Vileno is a CFP-designated registered investment advisor at Ausdal Financial Partners, INC., based in Tampa, FL, with 15 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 16,572 clients with $3.7B 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 | 3.00% |
Maximum annual fee across investment advisory programs will not exceed 3%. Specific fee schedules are negotiated directly with your investment advisor representative.
Fee Estimator
Location
14502 N. Dale Mabry Hwy, Suite 200, Tampa, FL, 33618
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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 Strategic Tax Consulting, Inc., dedicating nearly full-time hours to tax preparation and accounting services. He also works as an insurance agent, selling various insurance products to clients, dedicating minimal time to this activity.
Employment History
Current Registrations
Ausdal Financial Partners, INC.
Ausdal Financial Partners, INC.Broker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
National Asset Management, INC.
National Securities CorporationBroker
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
State Registrations13 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.
Exams
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