David Squire is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Old Greenwich, CT, with 27 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1700 E Putnam Ave, Ste 200, Old Greenwich, CT, 06870
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David has 100% ownership in Driftwood Wealth Partners LLC and Dasquire DWP LLC, both investment-related and requiring full-time commitment. He also owns rental property, dedicating minimal time to it.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
UBS Painewebber INC.
UBS Painewebber INC.Broker
State Registrations30 states
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