David Cohen Halberg

Employer firm

Kdb Asset Management, LLC CRD 129745

$20.0M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 09/2003 → Present
  Kdb Asset Management, Llc
  New York, NY
• 09/2003 → Present
  Kdb Brokerage Services, Llc
  New York, NY

Other Businesses

KDB Brokerage Services, LLC; Not Investment Related; 55 Broad Street - 10th Floor, New York, NY 10004; Insurance Brokerage; Principal; Principal; 09/2003; 135 Hours; 5 Hours; Assist clients with procuring both personal and commercial insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-04-06

Other Names

• David Cohen Halberg