David Florent Feltz

Employer firm

Silver Oak Securities, Incorporated CRD 46947

$2.45B regulatory AUM 42 advisory clients

Reported services (Item 5G)

• Financial planning
• 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

• 01/1986 → Present
  Self-Employed
  Schroon Lake, NY
• 09/2020 → 09/2021
  Securities America, Inc.
  Schroon Lake, NY
• 09/2020 → 09/2021
  Securities America Advisors
  Schroon Lake, NY
• 01/2016 → 09/2020
  Securities Service Network, Llc
  Schroon Lake, NY
• 01/2016 → 09/2020
  Ssn Advisory, Inc
  Schroon Lake, NY
• 09/2021 → Present
  Silver Oak Securities
  Schroon Lake, NY

Previous Registrations

• 2021-09-01 → 2021-09-24
  Securities America Advisors, Inc.
  Schroon Lake, NY

Other Businesses

***SCHROON LAKE FIRE DEPT POSITION: firefighter NATURE: fire protection INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 06/05/2005 ADDRESS: 28 Industrial Dr, Schroon Lake NY 12870 DESCRIPTION: New York State Fire Fighter, fire fires, assist in motor vehicle accidents, ***DAVID FELTZ POSITION: Owner-sales NATURE: life insurance and annuities INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/02/1987 ADDRESS: 31 Pine Lane, Schroon Lake NY 12870 DESCRIPTION: sell life insurance, annuities ***SCHROON LAKE FIRE COMMISSIONER POSITION: commissioner NATURE: Fire Commissioner for Schroon Lake Fire Dept INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2012 ADDRESS: 28 Industrial Dr, Schroon Lake NY 12870 DESCRIPTION: allocate tax dollars to run fire department ***Fellowship International Mission,Is Not Investment Related,,mission organization,Board menber,2021-06-15,1 hours per month,1 hours per month during trading hours,No Compensation Compensation,"oversee budget and direction of mission, it is a organization that helps people to missionarry work in other cuntries" ***Deer Valley,Is Not Investment Related,,skiiing,lift attendent,2021-12-04,64 hours per month,0 hours per month during trading hours,Hourly Compensation,help skiings on lifts Ledgerock Advisors,Is Investment Related,,investments,owner,2019-05-15,0 hours per month,0 hours per month during trading hours,No Compensation Compensation,had started shell LLC have not done anything with it, DBA for securities business

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-03-23

Other Names

• David Florent Feltz
• David F Feltz
• David Florent Feltz Feltz
• David F Feltz