David Frank (CRD# 3256230) is an Investment Advisor Representative working at Stonehaven Advisors, LLC in New York, NY and has over 22 years of experience in the finance industry.
CRD# 4132890
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 718407
Osaic Wealth, Inc.
CRD# 5834533
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stonehaven Advisors, LLC | New York, NY | Jul 2022 - Current | 1 |
| Stonehaven, LLC | New York, NY | May 2002 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2001 |
- NY
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Commissions
- Other
- Other
NY
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