David Monheit
David Monheit is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Scottsdale, AZ, with 23 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Scottsdale, AZ
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Regulatory History (1)
Customer Dispute
February 2026Other Business ActivitiesSells Insurance
David is involved in several business activities, including managing family investment assets, rental real estate, and working as a CPA. He also provides solutions to clients with equity indexed annuities and assists terminally ill patients with life viatical settlements.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
Mony Securities Corporation
Mony Securities CorporationBroker
Trusted Advisors
Trusted Securities Advisors CORP.Broker
State Registrations26 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.
Exams
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