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David Randall Crocetti

Shorebird Capital Management

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About David Randall Crocetti

David Randall Crocetti is a financial advisor at Shorebird Capital Management, a registered investment advisor headquartered in Ellicott City, MD. David has been in the financial services industry since 1993. David is registered with the state of Maryland. David's specializations include Portfolio Management for Individuals and Market Timing Services. David previously worked with Maxim Group LLC, Ferris, Baker Watts Incorporated, Dean Witter Reynolds Inc., Charles Schwab & Co., Inc., and Chapin, Davis.

Firm Information

David Crocetti is currently registered with Shorebird Capital Management. Shorebird Capital Management is an investment advisory firm based in [Main Office location]. They specialize in providing portfolio management services for individuals and offer market timing services. The firm has approximately $5.9 million in regulatory assets under management.

$5.90M

Assets Under Management

Not reported

Total Clients

1

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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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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percentage of assets

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

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David Crocetti’s Registration & Firm History

MD

04/05/2023 - Present

Shorebird Capital Management (ELLICOTT CITY MD)

MD

06/28/2006 - 03/26/2009

MAXIM GROUP LLC (BALTIMORE MD)

MD

08/01/1997 - 07/06/2006

FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)

NY

05/16/1995 - 08/14/1997

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

TX

03/08/1994 - 05/24/1995

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

MD

11/18/1993 - 02/18/1994

CHAPIN, DAVIS (BALTIMORE MD)

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Licenses & Designations

IA

Issued 03/03/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/23/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/24/2006

Series 24 - General Securities Principal Examination

BC

Issued 05/30/1995

Series 31 - Futures Managed Funds Examination

BC

Issued 11/17/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Randall Crocetti.
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