David Michael Gorman
Investment adviser representative at Precision Financial Services
13 yearsExperience
1 stateRegistered in
$435.6MFirm 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
- Pension consulting
Experience
13 years in the industry.
- Leigh Baldwin & Co., LLCNov 2015 to now
- Precision Financial ServicesJan 2013 to now
- Pfs Partners, LLCJan 2013 to now
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Precision Financial Services
Legal name: Pfs Partners, LLC
$435.6MAssets managed
528Clients
10Advisers
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
- 4745571
- Firm CRD
- 147872