linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Evans Decesare

Capital Analysts

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Evans Decesare

David Evans Decesare is a registered investment advisor representative with Capital Analysts. David has been working in the financial services industry since April 1996 and is registered with the states of Florida, Massachusetts, New Hampshire, Pennsylvania, South Carolina, and Virginia. David is a licensed investment advisor in Massachusetts. David has a Series 6, Series 7TO, Series 63, and Series 65 licenses. David specializes in working with individuals, corporations and businesses, pension and profit-sharing plans, charitable organizations, and high net worth individuals.

Firm Information

David Decesare is currently registered with Capital Analysts. Capital Analysts, located in FORT WASHINGTON, PA, is a registered investment advisor with approximately $7,095,906,836 in regulatory assets under management. The firm offers investment advisory services to individuals, businesses, pension plans, and charitable organizations. Capital Analysts also participates in wrap fee programs.
Capital Analysts

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$7.10B

Assets Under Management

74

Total Clients

63

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Decesare’s Registration & Firm History

MA

11/14/2017 - Present

Capital Analysts (Peabody MA)

IL

02/11/1999 - 10/08/1999

LA SALLE ST. SECURITIES, INC. (ELMHURST IL)

CT

09/26/1997 - 12/31/1998

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

MA

02/16/1996 - 09/19/1997

COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)

Not sure if David Evans Decesare is right for you?

Licenses & Designations

IA

Issued 07/30/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/05/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/21/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David Evans Decesare. Review regulatory record here.
Not sure if David Evans Decesare is right for you?