David A Betances

Jefferies Investment Advisers LLC

14 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Jefferies Investment Advisers LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

103 advisors

Number of Clients

2,081 clients

Average Client Portfolio

$1.6M average

Assets Under Management

$3.4B

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

Location

1450 Brickell Avenue, Suite 1710, Miami, FL, 33131

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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.

Other Business Activities

David is a 50% owner of Deb Marine Services Inc DBA Marea Marine, a boat services and parts company, since 2017. He dedicates minimal time to this non-investment related activity.