David Poch
Investment adviser representative at Promethium
10 yearsExperience
1 stateRegistered in
$235.3MFirm assets
2 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- PromethiumJan 2026 to now
- Challenger Performance Optimization, IncSep 2020 to Oct 2025
- Miami UniversitySep 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MD).
Promethium
Legal name: Promethium Advisors, LLC
$235.3MAssets managed
287Clients
5Advisers
2 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
- 8208323
- Firm CRD
- 329565