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David Nagel

Raymond James & Associates, Inc.

Hallandale Beach, FL

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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-11-13
TX RA APPROVED 2023-11-10
  • FL RA
    APPROVED
    Since 2023-11-13
  • TX RA
    APPROVED
    Since 2023-11-10

Branch Locations

1010 S Federal Highway Suite 2002, Hallandale Beach, FL 33009 • 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
Morgan Stanley Fort Lauderdale FL 01/2017 08/2017
Aflac Fort Lauderdale FL 11/2015 01/2017
Dicks Sporting Goods Plantation FL 08/2016 12/2016
Morgan Stanley Private Bank, National Association New York NY 05/2017 11/2023
Morgan Stanley Aventura FL 08/2017 11/2023
Raymond James & Associates Aventura FL 11/2023 Present
  • 01/2017 → 08/2017
    Morgan Stanley
    Fort Lauderdale, FL
  • 11/2015 → 01/2017
    Aflac
    Fort Lauderdale, FL
  • 08/2016 → 12/2016
    Dicks Sporting Goods
    Plantation, FL
  • 05/2017 → 11/2023
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 08/2017 → 11/2023
    Morgan Stanley
    Aventura, FL
  • 11/2023 → Present
    Raymond James & Associates
    Aventura, FL
Previous Registrations
  • 2017-05-01 → 2023-11-15
    Morgan Stanley
    Ft. Lauderdale, FL
    Aventura, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-28
  • S66 Uniform Combined State Law Examination
    2017-04-28
Other Names
  • Dave Nagel

View on SEC IAPD

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Other Offices

NUVERSE ADVISORS LLC · HALLANDALE BEACH, FL
KAWA CAPITAL MANAGEMENT, INC. · HALLANDALE BEACH, FL
UBS FINANCIAL SERVICES INC. · Hallandale Beach, FL
UBS FINANCIAL SERVICES INC. · Hallandale Beach, FL
MISSION WEALTH MANAGEMENT, LP · Hallandale Beach, FL
FITZROY INVESTMENT ADVISORS LLC · AVENTURA, FL
WM PARTNERS, LP · AVENTURA, FL
J. SAFRA ASSET MANAGEMENT CORPORATION · Aventura, FL

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