Morgan Stanley
47yrs
Top advisor by experience in Garden City
36yrs
David Bendix
Financial advisor at The Bendix Financial Group
David Bendix has worked in the financial industry for 36 years and is a financial advisor based in Garden City, New York. David joined The Bendix Financial Group in 2021, a firm offering financial planning and investment management. David holds the CFP® designation.
At a glance
Experience36 years (since 1990)
How that compares ?Top 7% by experience nationwide
Office585 Stewart Ave., Suite 314, Garden City, NY 11530
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$931,966
Advisors at the firm3
States licensed ?1 state
Services through The Bendix Financial Group
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2021 – nowThe Bendix Financial Group, Inc.Current firm
Contact David
(516) 228-8300The Bendix Financial Group main office 585 Stewart Ave., Suite 314Garden City, NY 11530Office · Get directions Firm websiteHTTP://WWW.BENDIXFINANCIAL.COM
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call The Bendix Financial Group at (516) 228-8300 and ask for David Bendix. David works from the Garden City, NY office.
How long has David been a financial advisor?
David has been in the industry since 1990, about 36 years. Top 7% by experience nationwide.
What licenses does David hold?
Series 63. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is David paid?
The Bendix Financial Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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