David James Piano
Investment adviser representative at Piano Wealth Management
14 yearsExperience
1 stateRegistered in
$50.6MFirm assets
2 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
Experience
14 years in the industry.
- Piano Wealth ManagementMar 2022 to now
- Nexus Capital, LLCJun 2017 to Mar 2022
- Merrill LynchJan 2012 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (NY).
Piano Wealth Management
Legal name: Forte Advisory Services,LLC
$50.6MAssets managed
49Clients
1Advisers
2 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
- 5994833
- Firm CRD
- 317854