David Gorman has been an investment adviser representative at PFS Partners since January 2013, and is not listed among the firm’s executive officers or direct owners.
PFS Partners, LLC is a Mine Hill, NJ firm with $436M under management, 528 clients and 10 advisers across 5 offices, as of its February 2026 filing.
David Gorman’s longest registration is the current one, 13 years at PFS Partners since 2013. Before joining PFS Partners in 2013, David Gorman was registered through LPL Financial LLC and Chase Investment Services Corp.
- Leigh Baldwin & Co., LLCAlso current– present · 10 yearsMorristown, NJ · Adviser representative and broker · Firm CRD 38751
- Precision Financial ServicesCurrent– present · 13 yearsMine Hill, NJ · Adviser representative · Firm CRD 147872
- LPL Financial LLC– · 5 yearsMine Hill, NJ · Adviser representative · Firm CRD 6413
- Chase Investment Services Corp.– · under a yearPlainview, NY · Adviser representative · Firm CRD 25574
- Morgan Stanley– · under a yearFairfield, NJ · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
David Gorman is registered as an investment adviser representative in New Jersey, since January 2013.
- New JerseySince 3 January 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 2 June 2004 |
| Series 66 | Uniform Combined State Law Examination | 24 May 2004 |
| Series 7 | General Securities Representative Examination | 16 March 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Michael Gorman
- CRD
- 4745571
- Firm
- PFS Partners · CRD 147872
- Office
- 350 US HIGHWAY 46, Mine Hill, NJ 07803
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2007
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does David Gorman work?
David Gorman is an investment adviser representative registered through PFS Partners, LLC since January 2013, and is not listed among the firm’s executive officers or direct owners.
Is David Gorman a financial advisor?
Yes. David Gorman has a current investment-adviser registration in New Jersey, through PFS Partners since January 2013.
How many years of experience does David Gorman have?
David Gorman has 18 years in the financial industry, since December 2007, across 5 adviser firms.
What exams has David Gorman passed?
David Gorman has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in March 2004. FINRA credited David Gorman with the SIE, which began in October 2018.
Where did David Gorman work before PFS Partners?
Before PFS Partners, David Gorman was registered through Chase Investment Services Corp., March 2007 to June 2007; Morgan Stanley, May 2004 to April 2005.
Where is David Gorman based?
David Gorman’s registered office is in Mine Hill, NJ.
Is David Gorman registered with FINRA?
Yes. David Gorman has a current broker registration, under CRD 4745571.
Source: FINRA BrokerCheck
How can I verify David Gorman’s record?
Search CRD 4745571 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish David Gorman’s full registration record.
