DN
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David Newcomb

24 Years of Experience
Broker

David Newcomb is a registered investment advisor, based in Berwyn, PA, with 24 years of industry experience.

Location

1055 Westlakes Drive, Suite 150, Berwyn, PA, 19312

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

David is the Director of Portfolio Management at Sterling Investment Advisors, a role that occupies his full-time work. He also serves as a member of the Board of Elders at Christ Community Church, dedicating minimal time to this non-investment related activity.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2011 - Present · 15 yrs
Sterling Investment Advisors LTD.
May 2006 - Present · 19 yrs 11 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
February 2008 - April 2011 · 3 yrs 2 mos
Walnut Street Securities, INC.Broker
February 2002 - February 2008 · 6 yrs
State Registrations2 states
PATX
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.