David
Cust
Means Wealth Management
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About this Advisor
David Cust is a financial advisor who works out of Bangor, Maine with a total of 12 years of relevant experience. Cust is on the advisory team at Means Wealth Management. Their career trajectory has included roles at Means Investment Co. Cust has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Maine. Means Wealth Management is a business headquartered in Bangor, ME. The company has offices in four locations and a total of 19 employees. It oversees $744 million in assets between its 2,817 client accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm advises 15 charitable organizations. Of its 2,817 accounts, 23% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Means Wealth Management has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, publication of newsletters, educational seminars and other services. Financial advisory fee schedules typically depend on which service is provided. Fee types billed by Means Wealth Management likely include any blend of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Means Wealth Management Brokerage Details
$743,799,162
19
2,817
$264,039
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
David Cust Work History
David has been registered as a financial advisor for 12 years.*
Means Investment Co
Means Investment Co
*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 Cust 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 Means Wealth Management
Bangor, ME
Bangor, ME
Bangor, ME
Bangor, ME
Bangor, ME
Greenville, SC
Greenville, SC
Bangor, ME
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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