David Burgio is a registered investment advisor, based in Depew, NY, with 3 years of industry experience.
Location
4990 Transit Rd, Depew, NY, 14043
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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 →Other Business ActivitiesSells Insurance
David is involved in fixed insurance sales since June 2024, conducted at the branch location. This activity takes about 10% of his time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
August 2025 - Present · 9 mos
Raymond James Financial Services Advisors, INC
August 2025 - Present · 9 mos
Previous Registrations
Commonwealth Financial Network
May 2022 - August 2025 · 3 yrs 3 mos
Commonwealth Financial NetworkBroker
March 2022 - August 2025 · 3 yrs 5 mos
State Registrations13 states
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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.