Dave Bernard Straley
Investment adviser representative at 3rd Creek Investments
31 yearsExperience
1 stateRegistered in
$204.9MFirm assets
5 yearsFirm in business
Are you Dave Bernard Straley? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
31 years in the industry.
- 3rd Creek InvestmentsJun 2012 to now
- Third Creek Investments, IncJan 2002 to now
- Dave B. Straley, CpaJun 1995 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (NV).
3rd Creek Investments
Legal name: 3rd Creek Investments, Inc.
$204.9MAssets managed
108Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1457197
- Firm CRD
- 115945