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DR

David O. Rostad

ROSTAD CAPITAL MANAGEMENT
Portland, OR 97219
Some features on this profile are disabled
CRD#: 1551830
DR

Professional summary

David Ole Rostad is a registered financial advisor currently at ROSTAD CAPITAL MANAGEMENT, INC. located in Portland, Oregon.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. David has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

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.
COHO PROPERTIES, LLC (2 HOURS PER WEEK) WESTWOOD 6 (1 HOUR PER WEEK) NOT INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Ole Rostad'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®
None

Experience

Current

February 14, 2019 - Present

ROSTAD CAPITAL MANAGEMENT, INC.

Office #1: 8405 Sw Barbur Blvd, Portland, OR 97219
RIA
CRD#: 282176
Portland, OR
Past

May 31, 2016 - February 14, 2019

ROSTAD CAPITAL MANAGEMENT, INC.

RIA
CRD#: 282176
PORTLAND, OR

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
Oregon
(2/14/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/24/2016
Uniform Investment Adviser Law Examination

Current Firm

RC
ROSTAD CAPITAL MANAGEMENT, INC.
ROSTAD CAPITAL MANAGEMENT, INC. | ROSTAD, DAVID OLE

CRD#: 282176 / SEC#:

Oregon
Registered Investment Advisory firm - (2/22/2016 Approved)
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Contact information

Main Address
8405 Sw Barbur Blvd, Portland, OR 97219
Mailing Address
Phone number
(503) 267-3868
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information

ROSTAD CAPITAL MANAGEMENT, INC.

CRD#: 282176Portland, OR 97219

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