David Michael Gorman

Employer firm

Precision Financial Services CRD 147872

$436M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 01/2013 → Present
  Pfs Partners, Llc
  Mine Hill, NJ
• 11/2015 → Present
  Leigh Baldwin & Co., Llc
  Cazenovia, NY

Previous Registrations

• 2009-03-27 → 2014-07-21
  Lpl Financial Llc
  Mine Hill, NJ
• 2007-03-29 → 2007-06-13
  Chase Investment Services Corp.
  Plainview, NY
• 2004-05-25 → 2005-04-06
  Morgan Stanley Dw Inc.
  Fairfield, NJ

Other Businesses

1. 12/12/2011 - COACH / RANDOLPH YMCA / 5% OF TIME SPENT / NO OWNERSHIP / NON INVESTMENT RELATED. 2. 05/06/13 - PFS PARTNERS - REGISTERED INVESTMENT ADVISOR - (HYBRID) PFS PARTNERS - (HYBRID) ADVISOR WILL SERVE AS AN INVESTMENT ADVISOR REPRESENTATIVE UNDER THE PFS PARTNERS, LLC RIA. ACTIVITIES MAY INCLUDE FINANCIAL PLANNING, RENDERING INVESTMENT ADVICE FOR A FEE, RETIREMENT PLAN CONSULTING, OR OTHER RELATED FINANCIAL CONSULTING. - 85% OF TIME SPENT - MINE HILL, NJ3. 3. PRECISION FINANCIAL SERVICES INC. - NON-VARIABLE INSURANCE DBA - INS TYPE: FIXED INSURANCE, APROX 1 HR DURING TRADING HOURS/MONTH.

Exams

• S66 Uniform Combined State Law Examination
  2004-05-24

Other Names

• David Gorman
• David M. Gorman