David
Stecher
Capacuity LLC
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About this Advisor
David Stecher is a certified financial planner and chartered financial consultant based out of Coronado, California with a total of 4 years of industry experience. Stecher is currently employed by Capacuity LLC. Their career trajectory has included roles at Financial Telesis, Nfp Retirement, Inc, Kestra Investment Services, LLC and One Digital. Stecher has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in California, Colorado, Delaware, Georgia, Illinois, Massachusetts, New Jersey, North Carolina, Pennsylvania, Texas and Virginia. Capacuity LLC is a company that has its headquarters in Lake Mary, FL. It manages $6 billion in total assets among its 113 client accounts, placing it among the biggest firms in the nation by assets under management. The firm has a few services, including portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely vary depending on which service is offered. However, fee types billed by Capacuity LLC may include any combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capacuity LLC Brokerage Details
$5,607,007,725
30
113
$49,619,537
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
David Stecher Work History
David has been registered as a financial advisor for 4 years.*
One Digital
Nfp Retirement, Inc
Kestra Investment Services, LLC
Financial Telesis
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Stecher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capacuity LLC
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Frisco, TX
Coronado, CA
Lake Mary, FL
Lake Mary, FL
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
