David Gradzki
Investment adviser representative at Roffman Miller Associates Inc
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.2BFirm 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
- Seminars and workshops
Experience
13 years in the industry.
- Roffman Miller Associates IncNov 2021 to now
- Roffman MillerJun 2021 to now
- Pace UniversityJan 2021 to now
- Lrae GlobalMay 2021 to Jun 2021
- Lrae GlobalNov 2020 to Dec 2020
- Unemployed Due To CovidMar 2020 to May 2021
- Hei HotelsAug 2019 to Mar 2020
- Neuman's KitchenNov 2017 to Oct 2019
- Elegant Affairs CaterersJul 2017 to Jul 2019
- SignpostOct 2016 to May 2017
- Apogee EventsApr 2013 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
Roffman Miller Associates Inc
Legal name: Roffman Milller Associates Inc
$3.2BAssets managed
1,598Clients
16Advisers
35 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
- 7403971
- Firm CRD
- 106019