DC
DC

David Gerald Condensa

6 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
46 advisors
Number of Clients
2,121 clients
Average Client Portfolio
$225K average
Assets Under Management
$476.5M

Fee Structure

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Location

San Jose, CA

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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.

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Other Business Activities

David is the proprietor of EduRoadmap Consulting and provides sales consulting services to technology companies. He dedicates a few hours per week to this non-investment related work.

Employment History
Current Registrations
Legacy Wealth Management, LLC
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Lion Street Advisors, LLC
January 2020 - October 2023 · 3 yrs 9 mos
Lion Street Financial, LLCBroker
November 2019 - October 2023 · 3 yrs 11 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
David Gerald Condensa - Financial Advisor | TrueAdvisor