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David Adam Siegel

Sawgrass Asset Management LLC

Ponte Vedra Beach, FL

CRD 4660271

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Employer firm

Sawgrass Asset Management LLC CRD 108831

$2.05B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Sawgrass Asset Management Llc

5000 Sawgrass Village Circle Suite 32, Ponte Vedra Beach, FL 32082 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-10
  • FL RA
    APPROVED
    Since 2025-05-10

Branch Locations

5000 Sawgrass Village Circle Suite 32, Ponte Vedra Beach, FL 32082 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sawgrass Asset Management Llc Jacksonville FL 08/2012 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-10-17
S63 Uniform Securities Agent State Law Examination 2003-07-08
  • S65 Uniform Investment Adviser Law Examination
    2012-10-17
  • S63 Uniform Securities Agent State Law Examination
    2003-07-08
Designations
  • Chartered Financial Analyst
Other Names
  • David Adam Siegel
  • David Siegel

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC
CORAL REEF ADVISORS LLC
RAYMOND JAMES & ASSOCIATES, INC.

Nearby Investors

SCOTT DOUGLAS CONROY
GALE RUSSELL CREIGHTON
DEAN EDWARD MCQUIDDY

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · PONTE VEDRA BEACH, FL
CORAL REEF ADVISORS LLC · PONTE VEDRA BEACH, FL
RAYMOND JAMES & ASSOCIATES, INC. · Ponte Vedra Beach, FL

More in Ponte Vedra Beach, FL

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