David Russell Leckey
Investment adviser representative at Yosemite Capital Management
13 yearsExperience
1 stateRegistered in
PFSDesignation
$369MFirm 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
- Seminars and workshops
Experience
13 years in the industry.
- Yosemite Capital ManagementJul 2023 to now
- David Leckey Cpa, Inc. dba Diversified Tax and AccountingJan 2019 to now
- Dvm ManagementApr 2013 to Apr 2023
Designations
- PFS
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Yosemite Capital Management
Legal name: Yosemite Capital Management, LLC
$369MAssets managed
283Clients
1Advisers
23 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
- 7779396
- Firm CRD
- 124298