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David Vitt

26 Years of Experience
Arlington, VA
BrokerSells Insurance

David Vitt is a registered investment advisor, based in Arlington, VA, with 26 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold.

Location

Arlington, VA

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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 ActivitiesSells Insurance

David works full-time as an investment advisor representative for Realta Investment Advisors and as President/CEO of Vitt Wealth Management. He also works a few hours per week as an insurance agent and spends minimal time on Vitt Investment Corporation.

Employment History
Current Registrations
Realta Equities, INC.Broker
March 2020 - Present · 6 yrs 7 mos
Realta Investment Advisors, INC
March 2020 - Present · 6 yrs 7 mos
Previous Registrations
United Brokerage Services, INCBroker
March 2018 - December 2019 · 1 yr 9 mos
United Brokerage Services INC
March 2018 - December 2019 · 1 yr 9 mos
Capital One Advisors, LLC
January 2015 - March 2018 · 3 yrs 2 mos
Capital One Investing, LLCBroker
January 2015 - March 2018 · 3 yrs 2 mos
Capital One Financial Advisors LLC
April 2010 - January 2015 · 4 yrs 9 mos
Capital One Investment Services LLCBroker
April 2010 - January 2015 · 4 yrs 9 mos
Chevy Chase Financial Services
June 2002 - May 2010 · 7 yrs 11 mos
Chevy Chase Financial ServicesBroker
September 2000 - May 2010 · 9 yrs 8 mos
Birkelbach Investment Securities, INC.Broker
August 1999 - June 2000 · 10 mos
Peregrine Financials & Securities, INC.Broker
July 1999 - July 1999 · 0 mos
State Registrations6 states
DCFLMDORTXVA
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.
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