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David F Boak

Wiss Private Client Advisors, LLC

Florham Park, NJ

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Current Employers
Wiss Private Client Advisors, Llc

100 Campus Drive W Suite 400, Florham Park, NJ 07932 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-05-31
  • NJ RA
    APPROVED
    Since 2022-05-31

Branch Locations

100 Campus Drive W Suite 400, Florham Park, NJ 07932 • 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
Fidelity Investments Paramus NJ 01/2009 04/2018
Fidelity Investments Paramus NJ 05/2018 03/2022
Wiss Private Client Advisors, Llc Florham Park NJ 05/2022 Present
  • 01/2009 → 04/2018
    Fidelity Investments
    Paramus, NJ
  • 05/2018 → 03/2022
    Fidelity Investments
    Paramus, NJ
  • 05/2022 → Present
    Wiss Private Client Advisors, Llc
    Florham Park, NJ
Previous Registrations
  • 2018-07-13 → 2022-02-27
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2008-06-09 → 2018-07-13
    Strategic Advisers Llc
    Paramus, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-17
  • S66 Uniform Combined State Law Examination
    2006-11-17
Designations
Other Names
  • David F Boak
  • David F Boak

View on SEC IAPD

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Other Offices

JACOBS LEVY EQUITY MANAGEMENT · FLORHAM PARK, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLORHAM PARK, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLORHAM PARK, NJ
JACOBS LEVY EQUITY MANAGEMENT · FLORHAM PARK, NJ
JACOBS LEVY EQUITY MANAGEMENT · FLORHAM PARK, NJ
AMERIPRISE FINANCIAL SERVICES, LLC · FLORHAM PARK, NJ
WELLS FARGO CLEARING SERVICES, LLC · FLORHAM PARK, NJ
ROBERT W. BAIRD & CO. INCORPORATED · Florham Park, NJ

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