David Dorsey is a registered investment advisor at Triton Wealth Management, PLLC, based in Sun City, AZ, with 24 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 853 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable.
Fee Estimator
Location
13211 N 103rd Ave, Ste. 4, Sun City, AZ, 85351
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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 Activities
David is the owner of Dorsey Financial Services, LLC, a support company/DBA, dedicating minimal time. He is also a registered representative and investment counselor with Triton Wealth Management, spending nearly full-time hours in this role.
Employment History
Current Registrations
Triton Wealth Management, PLLC
Previous Registrations
Leigh Baldwin & CO., LLCBroker
Kingsview Asset Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward JonesBroker
State Registrations2 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.