David Albert Boyer
Investment adviser representative at Miramontes Capital, LLC
17 yearsExperience
1 stateRegistered in
$396.9MFirm assets
9 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Miramontes Capital, LLCJul 2023 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Jul 2023
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (CA).
Miramontes Capital, LLC
$396.9MAssets managed
744Clients
11Advisers
9 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
- 2592181
- Firm CRD
- 264786