David Thomas Mayes
Investment adviser representative at Three Bearings Fiduciary Advisors, Inc.
18 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$350.7MFirm 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
Experience
18 years in the industry.
- Three Bearings Fiduciary Advisors, Inc.Aug 2016 to now
- Mackensen & Company, IncSep 2008 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 4 states (FL, MA, ME, NH).
Three Bearings Fiduciary Advisors, Inc.
$350.7MAssets managed
199Clients
2Advisers
10 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
- 4400889
- Firm CRD
- 283926