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David Weild

Weild & Co.

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About David Weild

David Weild has been a registered professional in the securities industry since 1985 and has worked with Weild & Co. since 2005. David has held numerous industry licenses and holds Series 7, 24, 63, 79TO, 82TO, 99TO and SIE licenses. David is registered in 51 states and territories. David is located at the firm's New York City office and also works with the firm's office in Boulder, Colorado.

Firm Information

David Weild is currently registered with Weild & Co.. Weild & Co. is a Limited Liability Company formed on October 22, 2007. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico, with one SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

50

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.

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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David Weild’s Registration & Firm History

NY

01/27/2005 - Present

Weild & Co. (NEW YORK NY)

NY

09/13/2000 - 01/25/2001

VECTOR SECURITIES INTERNATIONAL, INC. (NEW YORK NY)

NY

08/31/1987 - 11/30/2000

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NA

03/20/1985 - 01/19/1987

BOETTCHER & COMPANY, INC.

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Licenses & Designations

BC

Issued 11/03/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 04/01/1991

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Weild.
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