David Michael Berdine
Investment adviser representative at Badgley Phelps Wealth Managers
10 yearsExperience
3 statesRegistered in
$7.3BFirm assets
5 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
Experience
10 years in the industry.
- Badgley Phelps Wealth Managers, LLCJun 2024 to now
- Fred Alger & Company, LLCAug 2022 to May 2024
- D.A. Davidson & Co.Mar 2021 to Aug 2022
- UnemployedJun 2019 to Mar 2021
- Patrick Capital MarketsNov 2017 to May 2019
- UnemployedFeb 2016 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (ID, TX, WA).
Badgley Phelps Wealth Managers
Legal name: Badgley Phelps Wealth Managers, LLC
$7.3BAssets managed
1,356Clients
28Advisers
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
- 2758507
- Firm CRD
- 315440