David Isaac Essay
Investment adviser representative at United Capital Financial Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$24.6BFirm 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Integrity Alliance, LLC.Nov 2025 to now
- Lion Street FinancialFeb 2024 to now
- United Capital Financial AdvisorsMar 2016 to now
- United Capital Financial Advisers, LLCMar 2016 to now
- Cetera Advisor Networks LLCNov 2017 to Aug 2020
- Girard SecuritiesMar 2016 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CO).
United Capital Financial Advisors
Legal name: United Capital Financial Advisors, LLC
$24.6BAssets managed
25,510Clients
165Advisers
21 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
- 4679215
- Firm CRD
- 134600