David George Fellows
Investment adviser representative at Broadview Wealth Partners
14 yearsExperience
1 stateRegistered in
$304.7MFirm assets
1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Broadview Wealth Partners, LLCOct 2025 to now
- Integrated Capital Management, LLCMar 2024 to now
- Raymond James Financial Services Advisors, Inc.Apr 2021 to Oct 2025
- Raymond James Financial Services, Inc.Apr 2021 to Oct 2025
- Be Smart About Your Money, LLCDec 2019 to Mar 2021
- UnemployedJul 2019 to Dec 2019
- Fidelity Brokerage Services LLCJan 2019 to Jul 2019
- UnemployedAug 2012 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CO).
Broadview Wealth Partners
Legal name: Broadview Wealth Partners, LLC
$304.7MAssets managed
310Clients
4Advisers
1 yearIn 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
- 2215003
- Firm CRD
- 335028