David
Owen

Shipwright Advisors

CRD#6759915
Investment Advisor
in Burlington, VT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

David Owen is a financial advisor based in Burlington, Vermont, working with Shipwright Advisors. David has previously held positions at Dealer.Com, Bank Of America, Axa Advisors LLC, Charles Dinklage, Equitable Advisors, LLC, Frazier Financial Advisors, LLC, Triad Advisors, Private Client Services, and Shipwright Advisors, LLC. David has passed the Series 66 regulatory exam and is registered to provide services in Ohio and Vermont. Currently, David is part of Shipwright Advisors.

Certifications and Registrations

Series 66

Office Location

50 Lakeside Ave #106
Burlington, VT 05401

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

David Owen Work History

2024 - Present (1 year)

Shipwright Advisors, LLC

2022 - 2023 (1 year)

Frazier Financial Advisors, LLC

2022 - 2022 (< 1 year)

Triad Advisors

2022 - 2023 (1 year)

Private Client Services

2017 - 2020 (3 years)

Axa Advisors LLC

2017 - 2020 (3 years)

Charles Dinklage

2017 - 2022 (5 years)

Equitable Advisors, LLC

2016 - 2017 (1 year)

Dealer.Com

2011 - 2016 (5 years)

Bank Of America

Disclosures

Please visit the SEC profile of David Owen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started