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David Papson

Cdt Capital Wealth Advisory LLC

Syosset, NY

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Current Employers
Cdt Capital Wealth Advisory Llc

35 Donna Lane, Syosset, NY 11791 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-07-13
  • NY RA
    APPROVED
    Since 2026-07-13

Branch Locations

35 Donna Lane, Syosset, NY 11791 • 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
Cdt Capital Wealth Advisory Llc Syosset NY 08/2025 Present
Cdt Capital Management Llc Syosset NY 02/2017 Present
Macquarie Group Limited New York NY 11/2019 12/2019
Fiserv, Inc. New York NY 09/2016 10/2019
Willis Re New York NY 07/2015 09/2016
  • 08/2025 → Present
    Cdt Capital Wealth Advisory Llc
    Syosset , NY
  • 02/2017 → Present
    Cdt Capital Management Llc
    Syosset, NY
  • 11/2019 → 12/2019
    Macquarie Group Limited
    New York , NY
  • 09/2016 → 10/2019
    Fiserv, Inc.
    New York , NY
  • 07/2015 → 09/2016
    Willis Re
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-11
  • S65 Uniform Investment Adviser Law Examination
    2025-06-11

View on SEC IAPD

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