David Wroth Feeley
Investment adviser representative at Red Oak Financial Group
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1BFirm 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
Experience
13 years in the industry.
- LPL Financial LLCJun 2021 to now
- Red Oak Financial Group, LLCMay 2021 to now
- UnemployedMar 2020 to May 2021
- Djf, Inc.Jan 2013 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MD).
Red Oak Financial Group
Legal name: Red Oak Financial Group, LLC
$1BAssets managed
1,202Clients
7Advisers
11 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
- 7388746
- Firm CRD
- 166912