DD
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David Dortch
10 Years of Experience
Clearwater, FL
Broker
David Dortch is a registered investment advisor at Cetera Investment Advisers LLC, based in Clearwater, FL, with 10 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
28163 Us Hwy 19 N, Clearwater, FL, 33761
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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
Cetera Investment Advisers LLC
March 2025 - Present · 1 yr 4 mos
Cetera Investment Services LLCBroker
March 2025 - Present · 1 yr 4 mos
Previous Registrations
Truist Advisory Services, INC.
March 2020 - February 2025 · 4 yrs 11 mos
Truist Investment Services, INC.Broker
July 2018 - February 2025 · 6 yrs 7 mos
Fifth Third Securities, INC.Broker
July 2014 - May 2017 · 2 yrs 10 mos
State Registrations2 states
FLMS
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.