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David K. Seitzer

10 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
7 advisors
Number of Clients
1,425 clients
Average Client Portfolio
$223K average
Assets Under Management
$318.3M

Fee Structure

Minimum Investment:None
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Location

Greenville, SC

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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 is a licensed insurance agent and President of Alpha Retirement Concepts HonorShield, LLC, dedicating nearly full-time hours to insurance sales and training. He also owns Upstate Senior Placement and works as a care coordinator for Front Porch Housing, spending about 10-20% of his time on each.

Employment History
Current Registrations
Rooted Wealth Advisors
October 2025 - Present · 4 mos
Previous Registrations
Brookstone Wealth Advisors, LLC
February 2023 - October 2025 · 2 yrs 8 mos
Foundations Investment Advisors LLC
August 2022 - November 2022 · 3 mos
Alloy Investment Management
July 2022 - October 2022 · 3 mos
Simplicity Wealth
October 2020 - April 2021 · 6 mos
Center Street Advisors, INC.
December 2018 - September 2020 · 1 yr 9 mos
Alphastar Capital Management, LLC
June 2015 - December 2018 · 3 yrs 6 mos
Center Street Advisors, INC.
April 2015 - June 2015 · 2 mos
Alphastar Capital Management, LLC
July 2013 - April 2015 · 1 yr 9 mos
State Registrations2 states
COSC
Advisor
Exams
No exam information available for this advisor.
David K. Seitzer - Financial Advisor | TrueAdvisor