David Robert Montermini
Investment adviser representative at Advisor Share Wealth Management, LLC
25 yearsExperience
1 stateRegistered in
$376.9MFirm assets
3 yearsFirm in business
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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
25 years in the industry.
- Advisor Share Wealth Management, LLCMay 2024 to now
- Corecap AdvisorsFeb 2021 to now
- Dreck Inc. dba Montermini Investments & InsuranceJan 2001 to now
- Virtue Capital Management, LLCMay 2019 to Feb 2021
- Horter Investment ManagementJul 2017 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (WA).
Advisor Share Wealth Management, LLC
$376.9MAssets managed
2,521Clients
48Advisers
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
- 4439037
- Firm CRD
- 307997