DD
David T. Dewitt
DEWITT CAPITAL MANAGEMENT
Collegeville, PA 19426
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CRD#: 1055072
DD
Professional summary
David Treat Dewitt, CFP® is a registered financial advisor currently at DEWITT CAPITAL MANAGEMENT located in Collegeville, Pennsylvania.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. David has worked at 6 firms and has passed the Series 63, Series 15, Series 5, Series 3, Series 7 and Series 8 exams.
Question & Answer
What are your service offerings?
Investment Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view David Treat Dewitt's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1987
Experience
Current
January 27, 1997 - Present
DEWITT CAPITAL MANAGEMENT
Office #1: 3801 Germantown Pike Suite 203, Collegeville, PA 19426RIA
CRD#: 108232
Collegeville, PA
Past
November 24, 1998 - April 15, 2013
CRESAP, INC.
BD
CRD#: 25899
WAYNE, PA
Past
December 10, 1990 - December 1, 1998
BOENNING & SCATTERGOOD, INC.
BD
CRD#: 100
WEST CONSHOHOCKEN, PA
Past
September 15, 1989 - December 12, 1990
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
February 20, 1986 - September 15, 1989
THOMSON MCKINNON SECURITIES INC.
BD
CRD#: 829
NEW YORK, NY
Past
July 22, 1982 - March 5, 1986
E. F. HUTTON & COMPANY INC
BD
CRD#: 235
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DC
DEWITT CAPITAL MANAGEMENT
DEWITT CAPITAL MANAGEMENT | TIDEWATER WEALTH MANAGEMENT | INFOCUS WEALTH STRATEGIES | DIRAMCO & DEWITT INVESTMENT | DEWITT INVESTMENT RESEARCH & MANAGEMENT INC
CRD#: 108232 / SEC#: 801-133885
RIA
Registered Investment Advisory firm - (7/17/2025 Approved)Arizona
Registered Investment Advisory firm - (7/21/2025 Terminated)Louisiana
Registered Investment Advisory firm - (7/21/2025 Terminated)Michigan
Registered Investment Advisory firm - (7/21/2025 Terminated)New Jersey
Registered Investment Advisory firm - (8/1/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/22/2025 Terminated)Texas
Registered Investment Advisory firm - (7/21/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(1/27/1997)
IAR
Texas(5/4/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 15
Date: 1/26/1988
Foreign Currency Options ExaminationGeneral Industry/Product Exam
RR
Series 5
Date: 1/26/1988
Interest Rate Options ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 5/8/1986
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
DC
DEWITT CAPITAL MANAGEMENT
DEWITT CAPITAL MANAGEMENT | TIDEWATER WEALTH MANAGEMENT | INFOCUS WEALTH STRATEGIES | DIRAMCO & DEWITT INVESTMENT | DEWITT INVESTMENT RESEARCH & MANAGEMENT INC
CRD#: 108232 / SEC#: 801-133885
RIA
Registered Investment Advisory firm - (7/17/2025 Approved)Arizona
Registered Investment Advisory firm - (7/21/2025 Terminated)Louisiana
Registered Investment Advisory firm - (7/21/2025 Terminated)Michigan
Registered Investment Advisory firm - (7/21/2025 Terminated)New Jersey
Registered Investment Advisory firm - (8/1/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/22/2025 Terminated)Texas
Registered Investment Advisory firm - (7/21/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3801 Germantown Pike Suite 203, Collegeville, PA 19426
Mailing Address
Phone number
(610) 910-9110
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 186 |
| AUM (Assets Under Management) | $ 110,932,562 |
Red Flags
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