David
Belotte

Acg Wealth Inc

CRD#4418769
Investment Advisor
in Atlanta, GA
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About this Advisor

David Belotte is an investment advisor whose office is in Atlanta, Georgia. Currently a registered advisor with Acg Wealth Inc, Belotte has 14 years of professional experience. Belotte has a Series 63 license, designating them as a securities broker. Belotte can serve investors in Georgia. During their career, Belotte has held roles at E*Trade Securities LLC, Triad Advisors, Inc, Arkadios Capital and Acg Wealth Inc. Acg Wealth Inc is located in Atlanta, Georgia, and has six other brick-and-mortar locations across the country. In total, Acg Wealth Inc oversees $1 billion in assets across 2,686 client accounts and retains more than 40 people. The firm's total assets under management places it among the larger firms in the country. The firm manages 2,589 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 12% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Acg Wealth Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

3333 Piedmont Rd. Suite 2010
Atlanta, GA 30305

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Acg Wealth Inc Brokerage Details

Total Assets Under Management

$1,196,277,816

GA Average: $3,570,121,308
Total Number of Employees

37

GA Average: 58
Total Number of Accounts

3,468

GA Average: 1,608
Average Account Size

$344,947

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

David Belotte Work History

David has 14 years of experience.

2018 - Present (1 years)

Arkadios Capital

2018 - Present (1 years)

Acg Wealth Inc

2010 - 2018 (8 years)

Triad Advisors, Inc

2004 - 2010 (6 years)

E*Trade Securities LLC

Disclosures

David Belotte has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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