David Rolfe, financial advisor Saint Louis MO

David Rolfe

CRD Number: 1475135
Current Firm: Wedgewood Partners, Inc.

David Rolfe (CRD# 1475135) is an Investment Advisor Representative working at Wedgewood Partners, Inc. in Saint Louis, MO and has over 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Wedgewood Partners, Inc. St. Louis, MO Apr 1992 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1992
Contact Info for David A. Rolfe
Phone Number: 314-567-6407
Registered State(s):
  • LA
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    465
    MILLIONS
  • Total Number of Accounts
    380
    ACCOUNTS
  • Average Account Value
    $1,222,536
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AL, CA, CO, CT, FL, IL, KS, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OH, PA, SC, TX, VA, WA

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