David F Boak
Investment adviser representative at Wiss Private Client Advisors, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Wiss Private Client Advisors, LLCMay 2022 to now
- Fidelity InvestmentsMay 2018 to Mar 2022
- Fidelity InvestmentsJan 2009 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Wiss Private Client Advisors, LLC
$1.2BAssets managed
186Clients
7Advisers
7 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
- 5198227
- Firm CRD
- 286319