David Podell
Investment adviser representative at Podell Financial Group LLC
23 yearsExperience
2 statesRegistered in
$227.6MFirm assets
3 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
Experience
23 years in the industry.
- Podell Financial Group LLCMay 2006 to now
- Nylife SecuritiesMay 2003 to May 2023
- New York Life Insurance CompanyMar 2003 to May 2023
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Podell Financial Group LLC
$227.6MAssets managed
236Clients
4Advisers
3 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
- 4546161
- Firm CRD
- 325383