Thomas Valentine David
Investment adviser representative at Rockport Wealth Advisors
18 yearsExperience
1 stateRegistered in
CFP® certification, PFSDesignations
$676.4MFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Rockport Wealth AdvisorsJun 2024 to now
- Rockport Wealth LLCJun 2024 to now
- T David & AssociatesSep 2021 to now
- St. Clair AdvisorsJun 2020 to Aug 2021
- Strategic Value Bank Partners, LLCNov 2019 to Mar 2020
- Education/non-profit WorkAug 2018 to Nov 2019
- CM Wealth Advisors Inc.Apr 2008 to Aug 2018
Designations
- CFP® certification
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (OH).
Rockport Wealth Advisors
Legal name: Rockport Wealth, LLC
$676.4MAssets managed
1,623Clients
8Advisers
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
- 5648448
- Firm CRD
- 297122