David T Weitz
Investment adviser representative at Unified Investment Management
26 yearsExperience
1 stateRegistered in
CFADesignation
$150.6MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Unified Investment ManagementMar 2023 to now
- Mercer AdvisorsNov 2021 to Mar 2023
- Acg WealthOct 2018 to Oct 2021
- Register & Akers Advisory Services, LLC.Aug 2007 to Sep 2018
- Register & Akers Investments Inc.Sep 2000 to Sep 2018
- Register FinancialSep 2000 to Sep 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 1 state (GA).
Unified Investment Management
Legal name: Unified Investment Management, LLC
$150.6MAssets managed
89Clients
2Advisers
3 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
- 4429494
- Firm CRD
- 326056