David Scott Barta
Investment adviser representative at Nectarine
10 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Seminars and workshops
Experience
10 years in the industry.
- NectarineFeb 2026 to now
- Hireart IncNov 2025 to Mar 2026
- Xylo Ai CorpJun 2023 to Jan 2026
- Origin FinancialJan 2020 to Oct 2023
- EarninNov 2018 to Dec 2019
- Paamco PrismaAug 2016 to Nov 2018
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Nectarine
Legal name: Nectarine Financial, Inc.
$0Assets managed
3,210Clients
22Advisers
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
- 6159570
- Firm CRD
- 327155