David Bruce Mcnamee
Investment adviser representative at Measured Wealth Private Client Group, LLC
27 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$528.3MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Measured Wealth Private Client Group, LLCJan 2018 to now
- Partners BankMay 1990 to now
- Clm Capital ManagementJan 1999 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (NH).
Measured Wealth Private Client Group, LLC
$528.3MAssets managed
638Clients
10Advisers
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
- 3223069
- Firm CRD
- 170442