David Podell has been Managing Principal of Podell Financial Group since August 2006, is a control person of the firm and directly owns 75% or more of it.
Podell Financial Group LLC is a Fairfield, NJ firm with $228M under management, 236 clients and 4 advisers in one office, as of its March 2026 filing.
David Podell’s longest registration was 17 years at Eagle Strategies LLC (2006–2023). Before joining Podell Financial Group in 2023, David Podell was registered through Eagle Strategies LLC.
- Podell Financial Group LLCCurrent– present · 3 yearsFairfield, NJ · Adviser representative · Firm CRD 325383
- Eagle Strategies LLC– · 17 yearsFairfield, NJ · Adviser representative · Firm CRD 110826
Investment adviser representative registrations
David Podell is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from May 2023; the most recent is Texas, in February 2025.
- New JerseySince 18 May 2023
- TexasResidentSince 6 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 28 January 2003 |
| Series 7 | General Securities Representative Examination | 13 November 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4546161
- Firm
- Podell Financial Group · CRD 325383
- Role
- Managing Principal
- Office
- 271 ROUTE 46W, SUITE D105, Fairfield, NJ 07004
- Registration
- Investment adviser registration
- In the industry since
- May 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does David Podell work?
David Podell has been Managing Principal of Podell Financial Group LLC since August 2006, and is a control person of the firm.
Is David Podell a financial advisor?
Yes. David Podell has a current investment-adviser registration in New Jersey and Texas, through Podell Financial Group since May 2023.
How many years of experience does David Podell have?
David Podell has 23 years in the financial industry, since May 2003, across 2 adviser firms.
What exams has David Podell passed?
David Podell has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2002. FINRA credited David Podell with the SIE, which began in October 2018.
Where is David Podell based?
David Podell’s registered office is in Fairfield, NJ.
Is David Podell registered with FINRA?
No. David Podell has no current broker registration.
How can I verify David Podell’s record?
Search CRD 4546161 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Podell’s full registration record.