Best Investors
Account
Sign in
Best Investors
Account
Sign in
David Wendell Associates, Inc. CRD 106664
$1.33B regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1 New Hampshire Avenue, Suite 300, Portsmouth, NH 03801-2904 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2002-05-29 |
| NH | RA | APPROVED | 2001-03-19 |
Branch Locations
1 New Hampshire Avenue, Suite 300, Portsmouth, NH 03801 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Wendell Associates, Inc. | Portsmouth | NH | 01/1995 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-09 |
Reach out to this advisor