David Prendergast is a CFP-designated registered investment advisor, based in Bedford, NH, with 11 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold.
Location
3 Executive Park Dr, Suite 205, Bedford, NH, 03110
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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.
Learn about disclosures →Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2026 - Present · 5 mos
Raymond James Financial Services, INC.Broker
May 2026 - Present · 5 mos
Previous Registrations
Financial Strategies Retirement Partners
June 2021 - April 2026 · 4 yrs 10 mos
Commonwealth Financial Network
August 2016 - May 2026 · 9 yrs 9 mos
Commonwealth Financial NetworkBroker
August 2015 - May 2026 · 10 yrs 9 mos
State Registrations9 states
CACTFLILINMANHORVT
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.
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