David Frederick Guensch

Employer firm

Lombard Advisers Incorporated CRD 108231

$670M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2007 → Present
  Cornerstone Portfolios, Llc
  Allentown, PA
• 09/2016 → Present
  Lombard Securities Incorporated
  Baltimore, MD

Previous Registrations

• 2015-07-02 → 2016-08-03
  Great Valley Advisor Group, Llc
  Orefield, PA
  Berwyn, PA
• 2006-11-14 → 2015-07-01
  Voya Financial Advisors, Inc.
  Williamsport, PA
  Orefield, PA
  Orwigsburg, PA
• 2006-06-21 → 2006-11-14
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1. 06/30/2015 - CORNERSTONE PORTFOLIOS, LLC - DBA FOR Lombard Securities BUSINESS -100% - Allentown, PA - Outside Insurance Sales - 10 hours / month.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-08-23
• S63 Uniform Securities Agent State Law Examination
  1996-03-28

Other Names

• David Frederick Guensch