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Advisors / California / San Francisco
25yrs

David Readerman

Financial advisor at Endurance Capital Partners

Based in San Francisco, California, David Readerman is a financial advisor with 25 years of industry experience. David has been with Endurance Capital Partners since 2025. David holds the CFA designation.

One of 3220 advisors with offices in San Francisco.

San Francisco, CA 94111CFA

At a glance

Experience25 years (since 2001)
How that compares ?More experience than 74% of advisors in San Francisco
OfficeOne Ferry Building Suite 255, San Francisco, CA 94111
How the firm is paid ?Percent of assets, Performance fee
States licensed ?1 state

Services through Endurance Capital Partners

Managing private funds

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFA

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination

Career

  1. Dec 2025 – now

Questions to ask David

Tailored to David’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. Your firm can charge performance-based fees. Would that apply to me?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About David

How do I contact David?

Call Endurance Capital Partners at (415) 677-7010 and ask for David Readerman. David works from the San Francisco, CA office.

How long has David been a financial advisor?

David has been in the industry since 2001, about 25 years. More experience than 74% of advisors in San Francisco.

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?

Endurance Capital Partners reports being paid by a percentage of the assets they manage, a share of investment gains. 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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