David Burgio (CRD# 7491801) is an Investment Advisor Representative working at Commonwealth Financial Network in Depew, NY and has over 2 years of experience in the finance industry.
CRD# 6796151
Osaic Wealth, Inc.
CRD# 2948958
Edward Jones
CRD# 1131822
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Jan 2024 - Current | < 1 |
| Custom Wealth Strategies | Depew, NY | Jan 2024 - Current | < 1 |
| Commonwealth Financial Network | Waltham, NY | Mar 2022 - Jan 2024 | 1 |
| Custom Wealth Strategies | Depew, NY | Jan 2022 - Jan 2024 | 2 |
| Canisius College Writing Center | Buffalo, NY | Jan 2020 - Dec 2021 | 1 |
| Full-time Student | Buffalo, NY | Sep 2011 - Dec 2021 | 10 |
| Subway - Food Chain | Orchard Park, NY | Sep 2016 - Sep 2019 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- NY
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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