David Moretsky is a CFP, ChFC-designated registered investment advisor at Winthrop Wealth, based in Bellevue, WA, with 25 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,117 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Winthrop Wealth offers investment management services for an annual fee based on the value of your portfolio. The fee ranges from 0.30% to 2.00%, depending on the size and composition of your portfolio and the services provided. The fee includes financial planning as part of a wealth management engagement.
Location
10900 NE 4th St, Suite 2406, Bellevue, WA, 98004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David sells fixed annuities, long-term care, life, disability, and health insurance since 2005. He is also a founding partner and financial advisor at Keel Financial Partners, dedicating full-time hours to this role.
Employment History
Current Registrations
Winthrop Wealth
Previous Registrations
LPL Financial LLCBroker
Private Advisor Group, LLC
Myicon
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Icon Consulting, LLC
LPL Financial LLCBroker
LPL Financial LLC
Hornor, Townsend & Kent, INC.
Pacific Capital Resource Group, INC.
Hornor, Townsend & Kent, INC.Broker
State Registrations2 states
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