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David Fritz Wirth

Facet

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About David Fritz Wirth

David Wirth is a financial advisor with Facet. David is based in Baltimore, MD and has been in the industry since 1998. David has earned the Certified Financial Planner designation. He is currently registered with Facet to provide investment advisory services to clients in Texas and Virginia. He also holds Series 6, 7, 63, 66 and SIE licenses. Prior to joining Facet, David was employed by TIAA-CREF Individual & Institutional Services, LLC. David has experience providing financial advice to high net worth individuals and other individuals.

Firm Information

David Wirth is currently registered with Facet. Facet is an investment advisor headquartered in BALTIMORE, MD with approximately $1 billion - $10 billion in assets under management. They provide financial planning and portfolio management for individuals and high-net-worth individuals. They have 58 investment advisor representatives and 34,597 total accounts.
Facet

400 EAST PRATT STREET

BALTIMORE, MD 21202

$3.87B

Assets Under Management

2,957

Total Clients

71

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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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.

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fixed fees

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

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David Wirth’s Registration & Firm History

MD

11/07/2017 - Present

Facet (BALTIMORE MD)

VA

08/19/2010 - 11/13/2014

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (FAIRFAX VA)

FL

07/30/1998 - 07/23/2010

T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)

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Licenses & Designations

BOTH

Issued 01/08/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/20/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/13/2014

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/2000

Series 7 - General Securities Representative Examination

BC

Issued 07/29/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Fritz Wirth.
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