David Michael Foley
Investment adviser representative at Cadent Capital Advisors, LLC
6 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$785.8MFirm assets
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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
Experience
6 years in the industry.
- Cadent Capital Advisors, LLCMar 2015 to now
- Purshe Kaplan Sterling InvestmentsMay 2016 to Aug 2021
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Cadent Capital Advisors, LLC
$785.8MAssets managed
654Clients
11Advisers
12 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
- 2835190
- Firm CRD
- 169704