David Motsonelidze
David Motsonelidze is a CFA-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in New York, NY, with 12 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 Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 236,191 clients with $200B 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 | 1.00% |
Maximum annual fee rate for the Summit Program is up to 1.00% of assets under management. Other programs have separate fee schedules detailed in respective program brochures. Fees are generally negotiable.
Fee Estimator
Location
1095 Avenue of the Americas, 3rd & 4th Floors, New York, NY, 10036
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 member of the Harvard Business Review Advisory Council, providing insights on management and leadership. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Barclays Capital INC.Broker
State Registrations53 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
More Advisors
- Andrew ScheierStifel, Nicolaus & Company, Incorporated
- Christopher Hagar, CFAStifel, Nicolaus & Company, Incorporated
- David OkunStifel, Nicolaus & Company, Incorporated
- Carl SchulmanStifel, Nicolaus & Company, Incorporated
- Andrew Minicucci, CFA, CFPStifel, Nicolaus & Company, Incorporated
- Andrew WoolworthStifel, Nicolaus & Company, Incorporated