David Michael Maggio
Investment adviser representative at Personal Financial Profiles Inc
13 yearsExperience
2 statesRegistered in
$335.3MFirm assets
13 yearsFirm in business
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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
13 years in the industry.
- Apw Capital, Inc Fka Comprehensive Asset Management & ServicingJan 2014 to now
- Personal Financial Profiles IncApr 2013 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Personal Financial Profiles Inc
$335.3MAssets managed
229Clients
2Advisers
13 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
- 2447727
- Firm CRD
- 109327