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DAVID ANDREW SAVAGE
CRD#: 4422086
IA
B
REHMANN WEALTHCRD#: 123047 5070 Highway A1A
Suite 250
Vero Beach, FL 32963
Suite 250
Vero Beach, FL 32963
REHMANN FINANCIAL NETWORK, LLCCRD#: 165027 5070 North Highway A1A
Suite 250
Vero Beach, FL 32963
Suite 250
Vero Beach, FL 32963
0
Disclosures
22
Years of Experience
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State Registrations
B
Florida 7/17/2023
IA
Florida 8/1/2023
SRO Registrations
B
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IA
Registered with this firm since 8/1/2023
B
Registered with this firm since 7/17/2023
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 02/17/2017 - 06/12/2023 | VERO BEACH, FL | |
B | 08/02/2016 - 06/12/2023 | VERO BEACH, FL | |
B | 10/23/2009 - 07/26/2016 | VERO BEACH, FL | |
B | 10/08/2009 - 10/23/2009 | BOSTON, MA | |
B | 09/17/2002 - 04/28/2009 | VERO BEACH, FL | |
B | 08/08/2001 - 08/14/2002 | BOSTON, MA |
VERO BEACH, FL
10/23/2009 - 07/26/2016
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.