David Rectenwald
Investment adviser representative at Catoctin Ridge Wealth Partner
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$199MFirm 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
Experience
12 years in the industry.
- LPL Financial LLCMay 2025 to now
- Catoctin Ridge Wealth PartnerNov 2024 to now
- Catoctin Ridge Wealth PartnersNov 2024 to now
- Vinores Financial ServicesMay 2018 to now
- Grove Point Advisors, LLCApr 2021 to May 2025
- Grove Point Investments, LLCJan 2020 to May 2025
- Nationwide Securities, LLCJun 2018 to Dec 2019
- The Huntington Investment CompanyJul 2016 to May 2018
- Huntington National BankOct 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Catoctin Ridge Wealth Partner
Legal name: Catoctin Ridge Wealth Partner, LLC
$199MAssets managed
933Clients
4Advisers
1 yearIn 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
- 6689335
- Firm CRD
- 333113