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David M
Series 65
Pittsburgh, PA
WealthProtect Advisors LLC
David Mandelblatt is a financial advisor with WealthProtect Advisors LLC in Pittsburgh, PA, holding a Series 65 designation and nine years of industry experience. His career includes roles at WealthProtect Advisors since 2016 and CGN Advisors, LLC since 2018. Outside of WealthProtect Advisors, Mandelblatt dedicates a significant portion of his time to investment advisory activities at CGN Advisors, LLC. WealthProtect Advisors LLC is a fee-only registered investment adviser serving individual and high-net-worth clients with wealth management services that integrate ongoing investment management and comprehensive financial planning. The firm employs a passive, Modern Portfolio Theory-based investment approach, using diversified mutual funds and ETFs, and operates on a flat, fee-based billing schedule rather than percentage-of-assets fees.
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