David Siegfried has been an investment adviser representative at Trotta, John (NMN) since June 2021, and is not listed among the firm’s executive officers or direct owners.
Trotta, John (NMN) is a Farmingdale, NY firm with $135M under management, 158 clients and 2 advisers in one office, as of its February 2026 filing.
- – present · 5 yearsFarmingdale, NY · Adviser representative · Firm CRD 125537
Investment adviser representative registrations
David Siegfried is registered as an investment adviser representative in New York, since June 2021.
- New YorkSince 28 June 2021
Examinations
No examinations are on David Siegfried’s record.
- CRD
- 7396740
- Firm
- Trotta, John (NMN) · CRD 125537
- Office
- 1111 ROUTE 110, SUITE 359, Farmingdale, NY 11735
- Registration
- Investment adviser registration
- In the industry since
- June 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does David Siegfried work?
David Siegfried is an investment adviser representative registered through Trotta, John (NMN) since June 2021, and is not listed among the firm’s executive officers or direct owners.
Is David Siegfried a financial advisor?
Yes. David Siegfried has a current investment-adviser registration in New York, through Trotta, John (NMN) since June 2021.
How many years of experience does David Siegfried have?
David Siegfried has 5 years in the financial industry, since June 2021, across 1 adviser firm.
Where is David Siegfried based?
David Siegfried’s registered office is in Farmingdale, NY.
Is David Siegfried registered with FINRA?
No. David Siegfried has no current broker registration.
How can I verify David Siegfried’s record?
Search CRD 7396740 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Siegfried’s full registration record.