AdFi
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David R Forshew

Investment Adviser Representative at ADVANCE CAPITAL MANAGEMENT INC

Independence, OHCRD #4398850Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
States Registered
1 states
Exams Passed
2

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Ohio
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 10/12/2005
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/4/2001

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $500,0001.00%
Next $500,0000.80%
Over $1,000,0000.65%
Source

Advance Capital Management Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ADVANCE CAPITAL MANAGEMENT INCCurrent
7/29/2016Independence, OH
CORNERSTONE CAPITAL ADVISORS
2/13/20096/10/2016Uniontown, OH

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David R Forshew has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

David R Forshew - Financial Advisor in Independence, OH | AdvisorFinder