David
Prewette
Arete Wealth Advisors, LLC
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About this Advisor
David Prewette is a financial advisor who works out of Charlotte, North Carolina. Prewette is an advisor for Arete Wealth Advisors, LLC. During their career, Prewette has held roles at Southeast Investments Na Inc, Financial Security Management, Inc, Center Street Securities, Inc, Center Street Advisors, Inc and Arete Wealth Advisors, LLC. Prewette maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Louisiana. Arete Wealth Advisors, LLC is a company based in Chicago, IL. It has offices in 26 locations and a total of 151 financial advisors. It administers $2 billion in assets under management between its 5,102 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 5,102 accounts, 72% are held by high-net-worth clients who have more than $1 million in assets available to invest. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and other services. Financial management fees typically vary depending on the type of services offered. However, fee types charged by Arete Wealth Advisors, LLC likely consist of any blend of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arete Wealth Advisors, LLC Brokerage Details
$2,116,498,344
151
5,102
$414,837
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
- Publication of periodicals or newsletters
- Other
David Prewette Work History
David has been registered as a financial advisor for 0 years.*
Arete Wealth Advisors, LLC
Center Street Securities, Inc
Center Street Advisors, Inc
Financial Security Management, Inc
Southeast Investments Na Inc
*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 Prewette 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 Arete Wealth Advisors, LLC
New York, NY
Park Ridge, IL
Nashville, TN
New York, NY
New York, NY
Chicago, IL
Colleyville, TX
New York, NY
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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