David Reidy is a registered investment advisor at First Growth Capital LLC, based in Miami, FL, with 12 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 63 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Growth Capital offers a Core Portfolio Management service that includes implementing asset allocation plans, security selection, and periodic account reviews and rebalancing. The advisory fee for this service is separate from the Consultation Service fee and ranges from 0.50% to 2.00% of the value of your account per year. The exact fee is determined on a client-by-client basis and outlined in your agreement with First Growth Capital.
Location
9990 S.W. 77th Avenue, Miami, FL, 33156
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the President of Ohr Chadash Academy, a private religious school, and participates in its investment committee. He does not maintain custody or discretion over the school's endowment, which is managed by UBS Securities.
Employment History
Current Registrations
First Growth Capital LLC
Previous Registrations
First Growth Capital LLC
The Parkridge Companies, LLC
The Parkridge Group
The Parkridge Group
The Parkridge Group
State Registrations2 states
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