David
Moretsky
Winthrop Wealth
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About this Advisor
David Moretsky is a certified financial planner and chartered financial consultant operating out of Bellevue, Washington with a total of 1 year of industry experience. Moretsky currently works for Winthrop Wealth. During their career, Moretsky has held roles at Lpl Financial LLC, Moretsky Financial, Myicon, LLC, Private Advisor Group, LLC and Winthrop Advisory Group LLC Dba Keel Financial Partners. Moretsky holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Texas and Washington. Winthrop Wealth is a financial advisory company that has its headquarters in Boston, MA. The company has offices in 10 locations and a total of 28 people on staff. It manages $2 billion in total assets between its 3,025 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 18 charitable organizations. Of its 3,025 customer accounts, 36% are associated with high-net-worth investors who have at least $1 million in investable assets. Winthrop Wealth has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice usually depend on which services are provided. However, fee types billed by Winthrop Wealth can consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Winthrop Wealth Brokerage Details
$1,830,701,867
28
3,025
$605,191
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
- Educational seminars/workshops
David Moretsky Work History
David has been registered as a financial advisor for 1 years.*
Winthrop Advisory Group LLC Dba Keel Financial Partners
Lpl Financial LLC
Moretsky Financial
Private Advisor Group, LLC
Myicon, LLC
*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 Moretsky 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 Winthrop Wealth
Boston, MA
Boston, MA
Boston, MA
Denver, CO
Bellingham, WA
Boston, MA
Boston, MA
Bellevue, WA
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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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.
