David Thomas Moniz
Investment adviser representative at Haverford Financial Services, Inc.
19 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$366.4MFirm 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.
- Portfolio management
Experience
19 years in the industry.
- Haverford Financial Services, Inc.Apr 2025 to now
- Haverford Trust Securities, Inc.Jul 2007 to now
- The Haverford Trust CompanyApr 2007 to now
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (PA).
Haverford Financial Services, Inc.
$366.4MAssets managed
18Clients
18Advisers
22 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
- 5338342
- Firm CRD
- 130007