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David Petray
Senior Vice President-Investments at Syndicated Capital,
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Work Experience
Senior Vice President-Investments
Jul 2001 - Present · 23 years and 6 months
Senior Mortgage Loan Officer
May 2003 - Sep 2010 · 7 years and 4 months
Senior Vice President - Investments
Sep 1998 - Jul 2001 · 2 years and 10 months
Company Details
2-10 Employees
We are a boutique broker-dealer that services independent registered representatives and registered investment advisors with branch locations throughout the country.
Client assets are held through Pershing LLC as custodian, a leader in the global financial industry, based in Jersey City, New Jersey.
Member FINRA/SIPC
Year Founded
1991
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
21671 Gateway Center Dr
Suite 111
Diamond Bar, CA 91765, US
Keywords
Private Wealth ManagementCapital MarketsEducation PlanningEstate Planning
Contact Details
- Email AddressD**@syndicatedcapital.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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