DA
CFP
DA
CFP

David Ammerman

32 Years of Experience
Ponte Vedra Beach, FL
1 DisclosureBroker

David Ammerman is a CFP-designated registered investment advisor, based in Ponte Vedra Beach, FL, with 32 years of industry experience.

Location

240 Canal Blvd, Suite 6, Ponte Vedra Beach, FL, 32082

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 1993
Award / Judgment
Other Business Activities

David is a member of a band called Dad Bodz, playing locally about once a month. He is also the CEO of Ammerman Wealth Management, dedicating minimal time to LLC, payroll, and tax-related duties.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
September 2023 - Present · 2 yrs 10 mos
Raymond James Financial Services Advisors, INC
September 2023 - Present · 2 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - September 2023 · 13 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - September 2023 · 13 yrs 11 mos
Banc of America Investment Services, INC.
April 1998 - October 2009 · 11 yrs 6 mos
Banc of America Investment Services, INC.Broker
April 1998 - October 2009 · 11 yrs 6 mos
Barnett Investments, INC.Broker
January 1997 - April 1998 · 1 yr 3 mos
Olde Discount CorporationBroker
June 1993 - January 1997 · 3 yrs 7 mos
State Registrations21 states
ALAZCTDEFLGAILINMAMINCNENJNYOHPASCTNTXVTWA
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.
David Ammerman - Financial Advisor | TrueAdvisor