David Hoit, financial advisor Port Orchard WA

David Hoit

CRD Number: 2247793
Current Firm: Cobalt Wealth Management

David Hoit (CRD# 2247793) is an Investment Advisor Representative working at Cobalt Wealth Management in Port Orchard, WA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Brothers Powersports Bremerton, WA Apr 2018 - Current 3
Wheelman Kent, WA Dec 2017 - Mar 2018 < 1
Brothers Powersports Bremerton, WA Sep 2017 - Dec 2017 < 1
Jp Morgan Chase Auburn, WA Jun 2017 - Jul 2017 < 1
Scottrade Financial Services Seattle, WA Aug 2016 - May 2017 < 1
Brothers Powersports Bremerton, WA Apr 2016 - Aug 2016 < 1
Scottrade Financial Services Tacoma, WA Feb 2003 - Apr 2016 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1992
S66 NASAA Uniform Combined State Law Examination Jan 2017
Contact Info for David L. Hoit
Phone Number: (253) 525-3019
Firm Website: http://www.cobaltwm.com
Registered State(s):
  • WA
Current Firm Details
Cobalt Wealth Management
Firm's CRD Number: 300654
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $71,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

WA

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