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David Robert Wattles

Amerity Wealth Management, LLC

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About David Robert Wattles

David Robert Wattles is an investment advisor representative associated with Amerity Wealth Management, LLC. David has been in the financial services industry for over 30 years. He holds a Series 7 and a Series 65 license. David is currently registered in Florida and Texas. David has worked at several reputable firms over the years including ComERICA Securities, Prudential-Bache Securities, Inc., Shearson Lehman Hutton, Inc., and E.F. Hutton & Company, Inc. David has a long history of advising clients on a variety of financial matters.

Firm Information

David Wattles is currently registered with Amerity Wealth Management, LLC. Amerity Wealth Management, LLC is a registered investment adviser located in Lakeland, Florida. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. The firm manages approximately $141 million in assets for 496 clients. Amerity Wealth Management, LLC also offers selection of other advisers as an advisory service. The firm has 10 licensed agents, 12 investment adviser representatives, and 14 investment advisory functions.
Amerity Wealth Management, LLC

4740 CLEVELAND HEIGHTS BOULEVARD, SUITE 5

LAKELAND, FL 33813

$141.04M

Assets Under Management

Not reported

Total Clients

8

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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selection of other advisors

Helps you choose top advisors aligned with your 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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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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David Wattles’s Registration & Firm History

FL

01/24/2024 - Present

Amerity Wealth Management, LLC (Fort Myers FL)

MI

05/03/1993 - 05/21/1998

COMERICA SECURITIES (DETROIT MI)

NY

02/16/1989 - 03/06/1991

PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)

NY

02/15/1988 - 03/07/1989

SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)

NA

07/27/1984 - 02/15/1988

E. F. HUTTON & COMPANY INC

NA

11/25/1981 - 08/06/1984

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

IA

Issued 03/18/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/12/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/21/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Robert Wattles.
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