David Oetting, financial advisor Clayton MO
93 score

David Oetting

CRD Number: 5612094
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

David Oetting (CRD# 5612094) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clayton, MO and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated St. Louis, MO Nov 2010 - Current 6
Scottrade, Inc. St. Louis, MO May 2009 - Nov 2010 1
Waddell & Reed, Inc. Nashville, TN Oct 2008 - Mar 2009 < 1
Unemployed Nashville, TN May 2008 - Oct 2008 < 1
Student Nashville, TN Oct 1998 - May 2008 9
Lexus Of Nashville Nashville, TN Jul 2007 - Aug 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for David P. Oetting
Phone Number: 800-637-7455
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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