David
Dennett
Solid Point Wealth Advisors, LLC
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About this Advisor
David Dennett is a financial advisor based in Queensbury, New York, working with Solid Point Wealth Advisors, LLC. David has previously held positions at Sandhill Investment Management, Solid Point Wealth Advisors, LLC, Viking Capital, and Adirondack Trust Company. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, David is part of Solid Point Wealth Advisors, LLC, which operates out of Queensbury, New York. The firm has 6 employees and manages assets totaling $46.4 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Solid Point Wealth Advisors, LLC includes asset-based fees.
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Solid Point Wealth Advisors, LLC Brokerage Details
$46,442,836
6
96
$483,780
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
David Dennett Work History
Solid Point Wealth Advisors, LLC
Sandhill Investment Management
Viking Capital
Adirondack Trust Company
Viking Capital
Disclosures
Please visit the SEC profile of David Dennett 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 Solid Point Wealth Advisors, LLC
Manlius, NY
Queensbury, NY
Queensbury, NY
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