David Leo Spiegel
Investment adviser representative at Gci Financial Group
27 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$145.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- Gci Financial GroupJul 2025 to now
- Lantern Wealth Advisors, LLCSep 2020 to Jun 2025
- Aps Pension and Financial Services IncOct 2018 to Sep 2020
- AXA Advisors, LLCSep 1999 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Gci Financial Group
Legal name: Gci Financial Group, Inc.
$145.1MAssets managed
140Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2305256
- Firm CRD
- 124193