David John Dennett
Investment adviser representative at Solid Point Wealth Advisors, LLC
22 yearsExperience
1 stateRegistered in
$119.7MFirm assets
4 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
22 years in the industry.
- Solid Point Wealth Advisors, LLCJan 2023 to now
- Sandhill Investment ManagementAug 2021 to Jan 2023
- Viking CapitalApr 2021 to Aug 2021
- Adirondack Trust CompanyJan 2019 to Apr 2021
- Viking CapitalJun 2004 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Solid Point Wealth Advisors, LLC
$119.7MAssets managed
239Clients
4Advisers
4 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
- 2512476
- Firm CRD
- 323093