David Michael Moretsky
Investment adviser representative at Winthrop Wealth
21 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$3.1BFirm assets
Are you David Michael Moretsky? Claim your profile
Contact this firm
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
21 years in the industry.
- Winthrop WealthNov 2022 to now
- Winthrop Advisory Group LLCNov 2022 to now
- Keel Financial PartnersAug 2022 to now
- Crump Life Insurance Services, Inc.Jun 2014 to now
- Moretsky FinancialJun 2005 to now
- Private Advisor Group, LLCMay 2014 to Dec 2022
- LPL Financial LLCJun 2005 to Dec 2024
- Myicon, LLCJun 2005 to Oct 2022
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Winthrop Wealth
Legal name: Winthrop Advisory Group, LLC
$3.1BAssets managed
2,481Clients
28Advisers
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
- 4267143
- Firm CRD
- 288178