David Ferreira (CRD# 6440848) is an Investment Advisor Representative working at Owls Nest Partners in Chadds Ford, PA and has 1 year of experience in the finance industry.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
CRD# 6279325
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Owls Nest Partners Ia, LLC | Chadds Ford, PA | Jul 2017 - Current | 6 |
| Foreside Fund Services, LLC | Philadelphia, PA | Feb 2015 - Jun 2017 | 2 |
| Logan Circle Partners, LP | Philadelphia, PA | Jul 2010 - Feb 2015 | 4 |
- PA
-
Total Assets Under Management389MILLIONS
-
Total Number of Accounts17ACCOUNTS
-
Average Account Value$22,909,440
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
PA
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