David Joseph Sassen is an investment adviser representative (IAR) with state registration records since 2012, appearing at 4 firms. Currently registered with ROCKEFELLER FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ROCKEFELLER FINANCIAL LLC | 2022-08-15 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2017-02-15 | 2022-08-16 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2015-04-10 | 2016-09-20 | — |
| UBS FINANCIAL SERVICES INC. | 2012-11-30 | 2015-03-30 | — |