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David E Behar

Keystone Fiduciary Financial Planning And Tax Advisory

Bethlehem, PA

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Current Employers
Keystone Fiduciary Financial Planning And Tax Advisory

74 West Broad Street Suite 400, Bethlehem, PA 18018 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-03-06
  • PA RA
    APPROVED
    Since 2026-03-06

Branch Locations

74 West Broad Street Suite 400, Bethlehem, PA 18018 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 11/2017 03/2026
Air Products Allentown PA 02/2016 10/2017
Keystone Fiduciary Financial Planning & Tax Advisory, Llc Bethlehem PA 12/2025 Present
  • 11/2017 → 03/2026
    Edward Jones
    St Louis, MO
  • 02/2016 → 10/2017
    Air Products
    Allentown, PA
  • 12/2025 → Present
    Keystone Fiduciary Financial Planning & Tax Advisory, Llc
    Bethlehem, PA
Previous Registrations
  • 2018-02-12 → 2026-03-09
    Edward Jones
    Bethlehem, PA
    Bethlehem, PA
    St Louis, MO
    Nazareth, PA
    Bethlehem, PA
Other Businesses

David Behar is licensed as independent insurance agent.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-10
S65 Uniform Investment Adviser Law Examination 1997-03-27
S63 Uniform Securities Agent State Law Examination 1996-06-24
  • S66 Uniform Combined State Law Examination
    2018-02-10
  • S65 Uniform Investment Adviser Law Examination
    1997-03-27
  • S63 Uniform Securities Agent State Law Examination
    1996-06-24
Other Names
  • David E Behar
  • David Evan Behar

View on SEC IAPD

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COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
SEIA

Other Investors

ANDREW FRANCIS AIGNER
KATHLEEN KOVACS MCDERMOTT
JOHN PHILIP CITO
CHARLES JOSEPH MCKELVEY
FORREST WILLIAM OBRIEN
KATHRYN LEE KUZO
MICHAEL JOHN SLINEY
WILLIAM PAUL WEBER

Other Offices

MCDERMOTT INVESTMENT ADVISORS, LLC · Bethlehem, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Bethlehem, PA
LINCOLN INVESTMENT · BETHLEHEM, PA
J. W. COLE ADVISORS, INC. · Bethlehem, PA
COMMONWEALTH FINANCIAL NETWORK · Bethlehem, PA
CETERA INVESTMENT ADVISERS LLC · BETHLEHEM, PA
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC · Bethlehem, PA
SEIA · Suite 200, PA

More in Bethlehem, PA

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