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David Abraham Alicea

Investment adviser representative at Fruitful
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$25.2MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

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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.

  1. Fruitful, Inc.Apr 2026 to now
  2. Matt AaronDec 2024 to Apr 2026
  3. Northwestern Mutual Wealth Management CompanyJul 2023 to Apr 2026
  4. Northwestern Mutual Life Insurance CompanyJun 2023 to Dec 2024
  5. Northwestern Mutual Investment Services, LLCJan 2023 to Apr 2026
  6. Heather ZepedaNov 2022 to Jun 2023
  7. United States Marine CorpsMay 2018 to Nov 2022
  8. United States Naval AcademyJul 2014 to May 2018

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023

State registrations

Registered as an investment adviser representative in 3 states (MD, NY, TX).

Fruitful

Legal name: Fruitful Advisory, LLC

$25.2MAssets managed
351Clients
17Advisers
4 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
7663303
Firm CRD
322603
Advisor's SEC record (opens in a new tab)
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