DAVID MICHAEL SOTSKY is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with ROCKEFELLER FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ROCKEFELLER FINANCIAL LLC | 2022-04-29 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2011-09-30 | 2022-05-03 | — |
| CONVERGENT WEALTH ADVISORS, LLC | 2009-07-02 | 2011-09-29 | — |
| UBS FINANCIAL SERVICES INC. | 2007-09-07 | 2009-05-19 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2005-04-25 | 2007-09-06 | — |