David Vermeulen, financial advisor Newton Center MA
93 score

David Vermeulen

CRD Number: 1137446
Current Firm: Adviser Investments

David Vermeulen (CRD# 1137446) is an Investment Advisor Representative working at Adviser Investments in Newton Center, MA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Adviser Investments, LLC Newton, MA Jan 2015 - Current 1
Alpha Risk Solutions, LLC Needham, MA Apr 2014 - Jan 2015 < 1
Innovation Partners LLC Matthews, NC Feb 2012 - Jan 2015 2
Dolan Capital Group Needham, MA Apr 2011 - Jan 2015 3
American Nationwide Mortgage, Company Waltham, MA Jul 2009 - Apr 2011 1
Vandyk Mortgage Company Waltham, MA Aug 2008 - Jun 2009 < 1
Universal Mortgage Company Woburh, MA Dec 2006 - Jul 2008 1
Self-employed Dedham, MA Jul 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1993
S66 NASAA Uniform Combined State Law Examination Sep 2010
Contact Info for David J. Vermeulen
Phone Number: 617-321-2200
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    2,095
    MILLIONS
  • Total Number of Accounts
    5,505
    ACCOUNTS
  • Average Account Value
    $380,545
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, 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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