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David Irving Reidy

First Growth Capital LLC

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About David Irving Reidy

David Irving Reidy is an Investment Advisor Representative with First Growth Capital LLC. David is registered with the state of Texas. He has 11 years of experience in the securities industry. David is a Series 65 licensed individual and has a total of one exam.

Firm Information

David Reidy is currently registered with First Growth Capital LLC. First Growth Capital LLC is an investment advisor registered with the SEC. The firm manages approximately $181 million in assets for a total of 203 accounts. The firm's clients include high-net-worth individuals, pooled investment vehicles, and individuals other than high-net-worth. First Growth Capital LLC provides financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles.

$181.05M

Assets Under Management

Not reported

Total Clients

2

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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David Reidy’s Registration & Firm History

MD

12/12/2021 - Present

First Growth Capital LLC (PIKESVILLE MD)

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Licenses & Designations

IA

Issued 06/27/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Irving Reidy.
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