David Jeffery marques Matuszak
Investment adviser representative at Dynamic
12 yearsExperience
1 stateRegistered in
$5.6BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- DynamicMay 2019 to now
- Dynamic Wealth Advisors dba Djm Wealth StrategiesMay 2019 to now
- Pathlight Investors, LLCJul 2014 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law1997
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Dynamic
Legal name: Dynamic Advisor Solutions LLC
$5.6BAssets managed
5,634Clients
75Advisers
15 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
- 1823057
- Firm CRD
- 151367