DW
DW

David Waite

41 Years of Experience
Bethesda, MD
Broker

David Waite is a registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 41 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

7200 Wisconsin Ave, Ste 903, Bethesda, MD, 20814

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
September 2025 - Present · 10 mos
Wells Fargo Advisors
September 2025 - Present · 10 mos
Previous Registrations
Morgan Stanley
June 2009 - September 2025 · 16 yrs 3 mos
Morgan StanleyBroker
June 2009 - September 2025 · 16 yrs 3 mos
Citigroup Global Markets INC.
April 1993 - June 2009 · 16 yrs 2 mos
Citigroup Global Markets INC.Broker
February 1987 - June 2009 · 22 yrs 4 mos
Integrated Resources Equity CorporationBroker
July 1986 - February 1987 · 7 mos
Fsc Securities CorporationBroker
May 1986 - August 1986 · 3 mos
Atlantic Securities, INC.Broker
August 1984 - November 1985 · 1 yr 3 mos
State Registrations19 states
AZDCDEFLHIILMDMONCNJNYPASCTNTXVAWAWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.