DC
CFA
DC
CFA

David Cleary

26 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
1,874 clients
Average Client Portfolio
$647K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$750K
Minimum Annual Fee:$10,000
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Location

555 Pleasantville Road, Suite N202, Briarcliff Manor, NY, 10510

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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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Other Business Activities

David is the president and CCO of Timber Pointe Capital Management, an investment advisory firm. He is also the president of Beechmont Holding Corp, a holding company, but spends no time on this activity.

Employment History
Current Registrations
Fortis Capital Advisors, LLC
February 2024 - Present · 2 yrs
Previous Registrations
Ipi Wealth Management, INC.
February 2022 - February 2024 · 2 yrs
Lazard Asset Management Securities LLCBroker
April 2004 - November 2017 · 13 yrs 7 mos
Lazard Freres & CO. LLCBroker
August 2003 - April 2004 · 8 mos
Lazard Freres & CO. LLCBroker
June 1994 - January 2003 · 8 yrs 7 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.