David
Crowle
Dock Street Capital Management LLC
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About this Advisor
David Crowle is a financial advisor who works out of Westport, Connecticut with 11 years of industry experience. Crowle works at Dock Street Capital Management LLC. Their career trajectory has included roles at Dock Street Capital Management, LLC, Cross Point Capital LLC and Beech Hill Securities, Inc. Crowle holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Connecticut. Dock Street Capital Management LLC is a registered investment firm operating out of Westport, CT. The company has just two people on staff. It manages $4 billion in assets under management among its 85 accounts, making it one of the largest firms in the United States by assets under management. Dock Street Capital Management LLC has a set of services, such as portfolio management for pooled investment vehicles and other services. A financial advisor's fees typically depend on which services are provided. However, fees charged by Dock Street Capital Management LLC most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dock Street Capital Management LLC Brokerage Details
$3,783,746,704
2
85
$44,514,667
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Other
David Crowle Work History
David has been registered as a financial advisor for 11 years.*
Beech Hill Securities, Inc
Dock Street Capital Management, LLC
Cross Point Capital LLC
*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 Crowle 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 Dock Street Capital Management LLC
Mountainside, NJ
Westport, CT
Westport, CT
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