David Israel Oceguera
Investment adviser representative at Keystate Advisory, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$16.6BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Keystate Advisory, LLCMar 2023 to now
- Key State CompaniesFeb 2023 to now
- Wells FargoOct 2018 to Feb 2023
- Trust Company of the WestMay 2017 to Oct 2018
- JP Morgan ChaseApr 2015 to May 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NV).
Keystate Advisory, LLC
$16.6BAssets managed
80Clients
9Advisers
15 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
- 7703097
- Firm CRD
- 156226