David Gottlieb

Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 07/2015 → 04/2019
  Ameriprise Financial Services, Inc.
  New York, NY
• 06/2019 → 02/2023
  Apw Capital, Inc.
  Rockaway, NJ
• 05/2019 → 02/2024
  Eisneramper Wealth Management
  Iselin, NJ
• 02/2024 → 03/2024
  Prosperity - An Eisneramper Com
  Iselin, NJ
• 03/2024 → Present
  Savvy Advisors
  West Orange, NJ
• 03/2024 → 11/2025
  Dai Securities Llc
  Atlanta, GA
• 11/2025 → 12/2025
  Apw Inc
  Rockaway, NJ
• 12/2025 → Present
  Apw Inc
  Rockaway, NJ
• 05/2024 → Present
  Advisors Excel
  Topeka, KS

Previous Registrations

• 2024-02-20 → 2024-03-04
  Prosperity - An Eisneramper Company
  Iselin, NJ
  Owings Mills, MD
• 2019-06-19 → 2024-02-22
  Eisneramper Wealth Management & Corporate Benefits, Llc
  Iselin, NJ
• 2015-07-02 → 2019-04-23
  Ameriprise Financial Services, Llc
  New York, NY
• 2012-03-01 → 2015-07-23
  Morgan Stanley
  New York, NY
  New York, NY

Other Businesses

1. Savvy Advisors, yes investment related, 111 W 33rd St 14th Fl New York NY, RIA, Wealth Advisor, March 2024, 80 hours per month, 80 hours per month during trading hours, client asset management. 2. Advisors Excel, yes investment related, 2950 SW McClure Road Topeka KS 66614, Fixed Insurance and Fixed Annuities, Wealth Advisor, May 2024, 8 hours per month, 8 hours per month during trading hours, fixed insurance and annuity products to clients when needed.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-03-31
• S63 Uniform Securities Agent State Law Examination
  2009-12-28

Other Names

• David Michael Gottlieb
• David M Gottlieb