David SearlesCRD 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.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Truegate Capital Management||St. Louis, MO||May 2015 - Current||2|
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses