Image of David Polevoy

David Polevoy's Email & Phone Number

CERTIFIED FINANCIAL PLANNER / TD AMERITRADE INSTITUTIONAL CUSTODIAN / INVESTMENTS/ PENSIONS/ INSURANCE / (212)729-9244

David Polevoy's Email Addresses

da****[email protected] Personal Email

David Polevoy's Phone Numbers

(212) ***-*366 Phone number

David Polevoy's Work Experience

TD Ameritrade Institutional Custodian

Managing Member

December 2013 to Present

TD Ameritrade Institutional Custodian

Member

December 2013 to Present

TD Ameritrade Institutional - Beekman Financial Planning LLC

Managing Member

November 2012 to Present

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David Polevoy's Education

University of Pittsburgh

Hillel Academy of Pittsburgh

Taylor Allderdice H. S.

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About David Polevoy's Current Company

TD Ameritrade Institutional - Beekman Financial Planning LLC

Frequently Asked Questions about David Polevoy

What company does David Polevoy work for?

David Polevoy works for TD Ameritrade Institutional - Beekman Financial Planning LLC


What is David Polevoy's role at TD Ameritrade Institutional - Beekman Financial Planning LLC?

David Polevoy is Managing Member


What is David Polevoy's personal email address?

David Polevoy's personal email address is da****[email protected]


What is David Polevoy's business email address?

David Polevoy's business email address is david.polevoy@***.***


What is David Polevoy's Phone Number?

David Polevoy's phone (212) ***-*366


What industry does David Polevoy work in?

David Polevoy works in the Investment Management industry.


About David Polevoy

📖 Summary

Managing Member @ TD Ameritrade Institutional Custodian From December 2013 to Present Member @ TD Ameritrade Institutional Custodian From December 2013 to Present Managing Member @ TD Ameritrade Institutional - Beekman Financial Planning LLC From November 2012 to Present Registered Principal - Branch Manager @ Metro Financial Planning From August 2003 to November 2009 Branch Manager, Midtown East @ Wachovia Securities Financial Network From December 2001 to August 2003 Financial Advisor @ Prudential Securities From July 1998 to December 2001 Proprietor @ Polevoy Financial & Tax Management From October 1993 to May 1998 Project Management @ Capital Program Management, MTA From July 1990 to September 1993 Managing Member - TD Ameritrade Institutional @ Beekman Financial Planning LLC


David Polevoy’s Personal Email Address, Business Email, and Phone Number

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In a nutshell

David Polevoy's Ranking

Ranked #456 out of 9,125 for Managing Member in New York

David Polevoy's Personality Type

Extraversion (E), Intuition (N), Feeling (F), Judging (J)

Average Tenure

2 year(s), 0 month(s)

David Polevoy's Willingness to Change Jobs

Unlikely

Likely

Open to opportunity?

There's 94% chance that David Polevoy is seeking for new opportunities

David Polevoy's Social Media Links

/in/david-polevoy-cfp-309a97a5
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