David Ortiz
Investment adviser representative at Meristead Wealth, LLC
14 yearsExperience
1 stateRegistered in
$1.3BFirm assets
10 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
Experience
14 years in the industry.
- Meristead Wealth, LLCJul 2026 to now
- Stansberry Asset ManagementMay 2025 to now
- UnemployedNov 2024 to May 2025
- Insurancehub Leavitt AgencyAug 2023 to Nov 2024
- Mark Forgas State Farm AgencyMay 2020 to Aug 2023
- Atlas Drug and NutritionJan 2012 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Meristead Wealth, LLC
$1.3BAssets managed
996Clients
22Advisers
10 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
- 8310611
- Firm CRD
- 282103