David Wootton, financial advisor Novato CA
93 score

David Wootton

CRD Number: 5899721
Current Firm: Equius Partners, Inc.

David Wootton (CRD# 5899721) is an Investment Advisor Representative working at Equius Partners, Inc. in Novato, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Equius Partners, Inc. Novato, CA Aug 2009 - Current 7
Ucla Los Angeles, CA Aug 2005 - Jul 2009 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2011
Contact Info for David A. Wootton
Phone Number: 415-382-2500
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    728
    MILLIONS
  • Total Number of Accounts
    1,241
    ACCOUNTS
  • Average Account Value
    $586,893
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CA, FL, HI, IL, IN, NH, NY, OR, TX

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

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