David Lee Dorsey
Investment adviser representative at Triton Wealth Management, Pllc
10 yearsExperience
2 statesRegistered in
$405.1MFirm assets
7 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Triton Wealth Management, PllcNov 2018 to now
- Dorsey Financial Services, LLCDec 2013 to now
- Leigh Baldwin & Co., LLCAug 2019 to Dec 2023
- Purshe Kaplan SterlingOct 2016 to Aug 2019
- Kingsview Asset ManagementOct 2016 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Triton Wealth Management, Pllc
$405.1MAssets managed
853Clients
7Advisers
7 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
- 4469521
- Firm CRD
- 291070