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David Maurice Zastenchik

Quint Investments And Insurance

Poughkeepsie, NY

Wappingers Falls, NY

CRD 7707490

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Employer firm

Quint Investments And Insurance CRD 168463

$110M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Quint Investments And Insurance

210 New Hackensack Road, Wappingers Falls, NY 12590 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-03-08
  • NY RA
    APPROVED
    Since 2023-03-08

Branch Locations

11 Raymond Avenue Ste 32, Poughkeepsie, NY 12603 • United States

210 New Hackensack Road, Wappingers Falls, NY 12590 • 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
Quint Investments And Insurance Poughkeepsie NY 02/2023 Present
Mehl, Zastenchik & Associates, Llc Poughkeepsie NY 09/2016 Present
Hudson Valley Wealth Management Group Poughkeepsie NY 02/2023 Present
Cosimos Restaurant Group Poughkeepsie NY 05/2012 12/2018
The Tax Alternative Group Llc Poughkeepsie NY 01/2016 09/2016
  • 02/2023 → Present
    Quint Investments And Insurance
    Poughkeepsie, NY
  • 09/2016 → Present
    Mehl, Zastenchik & Associates, Llc
    Poughkeepsie, NY
  • 02/2023 → Present
    Hudson Valley Wealth Management Group
    Poughkeepsie, NY
  • 05/2012 → 12/2018
    Cosimos Restaurant Group
    Poughkeepsie, NY
  • 01/2016 → 09/2016
    The Tax Alternative Group Llc
    Poughkeepsie, NY
Other Businesses

Accounting & Tax Services - Mehl & Associates, CPAs Hudson Valley Wealth Management Group, LLC is an IAR of Quint Wealth Management, Inc.

Designations
  • Certified Financial Planner

View on SEC IAPD

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