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David Wertheim

Invesco Advisers, Inc.

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About David Wertheim

David Wertheim is an investment advisor representative currently registered with Invesco Advisers, Inc.. David has been in the industry since April 2007. Previously, David worked at DEUTSCHE AM DISTRIBUTORS, INC. David has passed the Series 63, Series 65, Series 7, Series 24 and SIE exams. David is registered with the state of Texas and is actively registered with the state of Texas. David specializes in providing investment advisory services to insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities, sovereign wealth funds and foreign official institutions.

Firm Information

David Wertheim is currently registered with Invesco Advisers, Inc.. Invesco Advisers, Inc. is an investment advisor based in Atlanta, GA, with over $10 billion to $50 billion in assets under management. They provide portfolio management services to a diverse range of clients, including individuals, businesses, pooled investment vehicles, and institutional clients. Invesco Advisers, Inc. also offers wrap fee programs.
Invesco Advisers, Inc.

1331 SPRING STREET NW

ATLANTA, GA 30309

$746.33B

Assets Under Management

Not reported

Total Clients

203

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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ia to canadian registered mutual funds; portfolio management for private funds

Ia to canadian registered mutual funds; portfolio management for private funds

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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performance-based fees

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

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David Wertheim’s Registration & Firm History

NY

07/11/2018 - Present

Invesco Advisers, Inc. (New York NY)

NY

04/05/2007 - 03/24/2018

DEUTSCHE AM DISTRIBUTORS, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/10/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/01/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/28/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Wertheim.
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