David Wolfe
David Wolfe is a registered investment advisor at Cetera Investment Advisers LLC, based in North Olmsted, OH, with 28 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
23201 Lorain Rd., North Olmsted, OH, 44070
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is a fixed insurance agent, owner/CPA at Gerst Tax Services providing tax preparation and bookkeeping full-time since 2006, and owner of PBJ & D Properties LLC, a commercial rental property, spending minimal time on it. He also works as a financial administrator for Rocky River Presbyterian Church, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Legacy Advisory Services, INC.
Legacy Financial Services, INC.Broker
Questar Capital CorporationBroker
Brecek & Young Advisors, INC.Broker
Donahue Securities, INC.Broker
Donahue Securities, INC.Broker
PFS Investments INC.Broker
State Registrations17 states
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.