David AmbroseCRD Number: 6569350
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
David Ambrose (CRD# 6569350) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sacramento, CA and has over 3 years of experience in the finance industry.
Dynamic Wealth Strategies, LLC
Charles Schwab & Company, Inc.
|Bank Of America, N.a.||Sacramento, CA||Jun 2018 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Sacramento, CA||Mar 2018 - Current||3|
|Petdesk||San Diego, CA||Sep 2017 - Feb 2018||< 1|
|Valtea||Valencia,||May 2017 - Jul 2017||< 1|
|Uber||San Diego, CA||Dec 2016 - May 2017||< 1|
|San Diego State University||San Diego, CA||Aug 2015 - May 2017||1|
|Digial Operative Inc.||San Diego, CA||Aug 2016 - Dec 2016||< 1|
|The Turf Authority||Reno, NV||Jun 2016 - Aug 2016||< 1|
|Lincoln Financial Advisors||San Diego, CA||Sep 2015 - May 2016||< 1|
|San Diego Mesa College||San Diego, CA||Jan 2014 - Oct 2015||1|
|Abercrombie||San Diego, CA||Jan 2014 - Jan 2014||< 1|
|San Diego Mesa College||San Diego, CA||Jul 2013 - Jan 2014||< 1|
|Yogaberry||El Dorado Hills, CA||Jul 2012 - Jul 2013||1|
|Ambrose Chiropractic||El Dorado Hills, CA||Jan 2010 - Jul 2012||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2018|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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, WY
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