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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.

  1. NectarineFeb 2026 to now
  2. Hireart IncNov 2025 to Mar 2026
  3. Xylo Ai CorpJun 2023 to Jan 2026
  4. Origin FinancialJan 2020 to Oct 2023
  5. EarninNov 2018 to Dec 2019
  6. 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
Advisor's SEC record (opens in a new tab)
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