Mary louise Suratos Nisperos wittkopf
Investment adviser representative at D.A. Davidson & Co.
11 yearsExperience
2 statesRegistered in
$41.8BFirm assets
32 yearsFirm in business
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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
- Seminars and workshops
Experience
11 years in the industry.
- D.A. Davidson & Co.Feb 2026 to now
- Da DavidsonAug 2025 to now
- UnemployedFeb 2025 to Aug 2025
- Nalu MedicalNov 2023 to Feb 2025
- Extended Travel/unemployedSep 2023 to Nov 2023
- Bonterra LLCAug 2021 to Sep 2023
- Golub CapitalJun 2018 to Aug 2021
- Kovitz Investment GroupOct 2016 to Nov 2017
- Depaul UniversityAug 2015 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
D.A. Davidson & Co.
$41.8BAssets managed
70,118Clients
685Advisers
32 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
- 8143957
- Firm CRD
- 199