David Apted, financial advisor Clayton MO

David Apted

CRD Number: 1255773
Current Firm: Bristol Financial LLC

David Apted (CRD# 1255773) is an Investment Advisor Representative working at Bristol Financial LLC in Clayton, MO and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Bristol Financial LLC St Louis, MO Jul 2018 - Current 5
Unemployed Saint Louis, MO Feb 2018 - Jul 2018 < 1
Forest Securities Inc. Chicago, MO Mar 2016 - Feb 2018 1
Smith Moore & Co Clayton, MO Jun 2013 - Mar 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1985
S65 NASAA Investment Advisors Law Examination Aug 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David M. Apted
Phone Number: 314-925-3008
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    73
    MILLIONS
  • Total Number of Accounts
    186
    ACCOUNTS
  • Average Account Value
    $392,473
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MO

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