David Balestriere, financial advisor Boca Raton FL

David Balestriere

CRD Number: 4790356
Current Firm: Edelman Financial Engines

David Balestriere (CRD# 4790356) is an Investment Advisor Representative working at Edelman Financial Engines in Boca Raton, FL and has over 19 years of experience in the finance industry. David Balestriere has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Edelman Financial Engines
Professional Designations
Company Name Location Dates Years
Financial Engines Advisors LLC Sunnyvale, CA Nov 2018 - Current 5
Edelman Financial Services LLC Fairfax, VA Mar 2013 - Nov 2018 5
Ef Legacy Securities, LLC Henrico, VA Apr 2016 - Oct 2018 2
Sanders Morris Harris Inc. Houston, TX Mar 2013 - Apr 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2005
S65 NASAA Investment Advisors Law Examination Dec 2004
Contact Info for David C. Balestriere
Phone Number: 408-498-6000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    241,970
    MILLIONS
  • Total Number of Accounts
    1,594,707
    ACCOUNTS
  • Average Account Value
    $151,733
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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