David Charnot is a registered investment advisor, based in Orland Park, IL, with 7 years of industry experience.
Location
15255 S. 94th Avenue, Suite 200, Orland Park, IL, 60462
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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 works as a tax preparer for Strategize Tax LLC, dedicating about half his time to this role. He is also an insurance agent selling life insurance products, and a Vice President at Strategize Wealth Management Group, where he is involved in business management and investment advice, spending nearly full-time hours on this.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations8 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.