David Siemer (CRD# 5023434) is an Investment Advisor Representative working at Wave Digital Assets LLC in Los Angeles, CA and has over 18 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wave Financial Llc (crd 305726) | Los Angeles, CA | Nov 2019 - Current | 4 |
| Wave Financial Llc (crd 292343) | Los Angeles, CA | Nov 2018 - Current | 5 |
| Wavemaker Genesis | Pacific Palisades, CA | Jan 2018 - Current | 6 |
| Wavemaker Partners | Los Angeles, CA | May 2014 - Current | 10 |
| Siemer Ventures | Los Angeles, CA | Jul 2011 - Current | 12 |
| Bond Lane Partners, LLC | Santa Monica, CA | Jun 2018 - Nov 2018 | < 1 |
| Siemer & Associates, LLC | Santa Monica, CA | Dec 2008 - Oct 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2019 |
- CA
-
Total Assets Under Management336MILLIONS
-
Total Number of Accounts31ACCOUNTS
-
Average Account Value$10,833,684
- A percentage of assets under your management
- Performance-based fees
- Other
- 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
CA
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