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David M
Series 63, Series 66
Fort Lauderdale, FL
Earned Wealth Advisors, LLC
David Mandell is a financial advisor at Earned Wealth Advisors, LLC with 17 years of industry experience. He holds the Series 63 and Series 66 registrations and has worked at Earned Wealth Advisors and its predecessor entities since 2008. In addition to his advisory work, Mandell practices law in corporate formation and asset protection and is involved in public speaking, publications, and co-authoring books. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on medical professionals and their practices. The firm employs a diversified, buy-and-hold investment approach supported by financial planning tools, and offers integrated services including discretionary wealth management and retirement-plan advisory solutions.
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