David Crocetti (CRD# 2419575) is an Investment Advisor Representative working at Shorebird Capital Management in Ellicott City, MD and has over 30 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 4319044
Xml Financial Group
CRD# 1582180
Thrivent Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Shorebird Capital Management | Ellicott City, MD | Mar 2023 - Current | 1 |
| Maxim Group LLC | New York, NY | Jun 2006 - Current | 17 |
| Macro Restaurant Group | Ellicott City, MD | Sep 2009 - Dec 2021 | 12 |
| Piaza | Baltimore, MD | Jul 2014 - Mar 2020 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1993 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- MD
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts45ACCOUNTS
-
Average Account Value$131,111
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Market timing services
MD
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