Marie David (CRD# 6545047) is an Investment Advisor Representative working at Cerity Partners LLC in Towson, MD and has over 6 years of experience in the finance industry. Marie David 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.
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
CRD# 2763082
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cerity Partners LLC | New York, NY | Jan 2023 - Current | 1 |
| Maryland Capital Management | Towson, MD | Mar 2021 - Dec 2022 | 1 |
| Rbc Wealth Management | Hunt Valley, MD | Aug 2016 - Mar 2021 | 4 |
| Charles Schwab | Orlando, FL | Aug 2015 - Jul 2016 | < 1 |
| Full-time Education | Shippensburg, PA | Apr 2015 - Aug 2015 | < 1 |
| Cracker Barrel Old Country Store | Carlisle, PA | Oct 2014 - Apr 2015 | < 1 |
| Full-time Education | Shippensburg, PA | Aug 2014 - Oct 2014 | < 1 |
| Harvest Rock Advisors, LLC | York, PA | May 2014 - Aug 2014 | < 1 |
| Full-time Education | Shippensburg, PA | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- MD
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Total Assets Under Management80,573MILLIONS
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Total Number of Accounts16,424ACCOUNTS
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Average Account Value$4,905,815
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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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