David CottamCRD Number: 2716994
Current Firm: Cary Street Partners
David Cottam (CRD# 2716994) is an Investment Advisor Representative working at Cary Street Partners in Summit, NJ and has over 27 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Cary Street Partners Investment Advisory||Summit, NJ||Mar 2022 - Current||1|
|National Wealth Management, LLC||Florham Park, NJ||Jul 2005 - Apr 2022||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1996|
|S65||NASAA Investment Advisors Law Examination||May 1996|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management5,512MILLIONS
Total Number of Accounts11,387ACCOUNTS
Average Account Value$484,102
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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