David Searles, financial advisor Saint Louis MO
90 score

David Searles

CRD Number: 1390772
Current Firm: Truegate Capital Management

David Searles (CRD# 1390772) is an Investment Advisor Representative working at Truegate Capital Management in Saint Louis, MO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Truegate Capital Management St. Louis, MO May 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Apr 2015 < 1
Morgan Stanley St. Louis, MO Jan 2014 - Apr 2015 1
Exsecour Llc/truegate St. Louis, MO Feb 2009 - Dec 2013 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Clayton, MO Feb 2005 - Feb 2009 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2012
S63 Uniform Securities State Law Examination Mar 2014
Contact Info for David M. Searles
Phone Number: 314-761-1169
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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

MO

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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