David Koifman
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 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
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Cetera Investment Advisers LLCJan 2024 to now
- Cetera Advisors LLCJul 2022 to now
- Finalis Securities LLCSep 2021 to now
- Eco-taxOct 2018 to now
- Pdmk, LLCOct 2018 to now
- First Allied Securities Inc.Jul 2022 to Sep 2022
- Cetera Investment Advisers LLCNov 2018 to Sep 2021
- Cetera Advisor Networks LLCApr 2017 to Sep 2021
- Summit Financial Group Inc.Apr 2017 to May 2021
- Summit Brokerage Services, Inc.Apr 2017 to Sep 2019
- Investacorp Advisory ServicesFeb 2016 to Mar 2017
- Investacorp IncFeb 2016 to Mar 2017
- Singer Wealth ManagementOct 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 2916581
- Firm CRD
- 105644