![David Blake Pressly](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
David Blake Pressly
Gestionnaire de Portefeuille-Actions chez
Register Financial Advisors LLC
Finance
Profil
Mr. David B. Pressly is Senior Vice President at Register Financial Advisors, LLC.
He is an experienced Financial Advisor who caters to high net worth individuals.
His practice is built around the client, as he focuses on the specific desires, goals and expectations of each individual client.
Mr. Pressly believes each client deserves a custom tailored portfolio based on their individual circumstances and superior client service.
He does not subscribe to the generic cookie cutter allocations that are so often pushed upon clients.
Prior to joining Register Financial Associates, Mr. Pressly was an advisor at Merrill Lynch, UBS Financial Services and Morgan Stanley Smith Barney.
Postes actifs de David Blake Pressly
| Sociétés | Poste | Début |
|---|---|---|
Register Financial Advisors LLC
 Register Financial Advisors LLC Investment ManagersFinance RFA is a fundamental, value-oriented investor that uses investment vehicles suitable for the client, including equities, mutual funds, exchange traded funds, options, and bonds. | Gestionnaire de Portefeuille-Actions | 01/10/2011 |
Anciens postes connus de David Blake Pressly
| Sociétés | Poste | Fin |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Corporate Officer/Principal | - |
Morgan Stanley Smith Barney LLC
 Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
15
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
Register Financial Advisors LLC
Register Financial Advisors LLC Investment ManagersFinance RFA is a fundamental, value-oriented investor that uses investment vehicles suitable for the client, including equities, mutual funds, exchange traded funds, options, and bonds. | Finance |
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
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