David Masias is a CFP-designated registered investment advisor, based in Los Angeles, CA, with 7 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold.
Location
10960 Wilshire Blvd, Suite 405, Los Angeles, CA, 90024
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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
Wealth Enhancement Brokerage Services, LLCBroker
January 2026 - Present · 9 mos
Wealth Enhancement Brokerage Services, LLC
January 2026 - Present · 9 mos
Wealth Enhancement Advisory Services, LLC
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
May 2024 - April 2025 · 11 mos
Advice and Planning Services
May 2024 - April 2025 · 11 mos
Madison Partners
December 2023 - January 2024 · 1 mo
Wells Fargo Clearing Services, LLC
May 2022 - December 2023 · 1 yr 7 mos
Wells Fargo Clearing Services, LLCBroker
May 2022 - December 2023 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2018 - May 2022 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2018 - May 2022 · 3 yrs 9 mos
State Registrations1 state
CA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.
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