DM
DM

David Mucciaro

15 Years of Experience
Arlington, VA

David Mucciaro is a registered investment advisor at Doxa Capital, LLC, based in Arlington, VA, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 78 clients with $70M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
78 clients
Average Client Portfolio
$897K average
Assets Under Management
$70.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.85%
$4M+0.65%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

1201 Wilson Blvd, Arlington, VA, 22209

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Doxa Capital, LLC
April 2015 - Present · 11 yrs 1 mo
Previous Registrations
Morgan Stanley
February 2011 - March 2015 · 4 yrs 1 mo
State Registrations4 states
FLMDNCVA
Advisor

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.