DS
David J. Sculati
SCULATI WEALTH MANAGEMENT
Bloomfield Hills, MI 48301
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CRD#: 2803421
DS
Professional summary
David John Sculati, AIF® is a registered financial advisor currently at SCULATI WEALTH MANAGEMENT, LLC located in Bloomfield Hills, Michigan.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. David has worked at 3 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view David John Sculati'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®
Experience
Current
April 12, 2018 - Present
SCULATI WEALTH MANAGEMENT, LLC
Office #1: 7457 Franklin Road, Suite 222, Bloomfield Hills, MI 48301RIA
CRD#: 158783
Bloomfield Hills, MI
Past
February 28, 2012 - February 22, 2018
SCULATI WEALTH MANAGEMENT, LLC
RIA
CRD#: 158783
BLOOMFIELD HILLS, MI
Past
July 6, 2010 - January 30, 2012
WHITE PINE INVESTMENT CO
RIA
CRD#: 111556
LIVONIA, MI
Past
October 25, 1996 - January 1, 1998
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
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".
SW
SCULATI WEALTH MANAGEMENT, LLC
LONE PINE WEALTH MANAGEMENT, LLC | SCULATI, DAVID JOHN | SCULATI WEALTH MANAGEMENT, LLC | LONE PINE WEALTH MANAGMENT, LLC
CRD#: 158783 / SEC#: 801-112320
RIA
Registered Investment Advisory firm - (1/22/2018 Approved)California
Registered Investment Advisory firm - (2/22/2018 Terminated)Louisiana
Registered Investment Advisory firm - (1/23/2018 Terminated)Michigan
Registered Investment Advisory firm - (1/26/2018 Terminated)Ohio
Registered Investment Advisory firm - (1/29/2018 Terminated)Texas
Registered Investment Advisory firm - (1/23/2018 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
California(4/12/2018)
IAR
Colorado(4/2/2024)
IAR
Florida(5/15/2018)
IAR
Louisiana(4/13/2018)
IAR
Michigan(4/12/2018)
IAR
New York(4/2/2024)
IAR
Ohio(4/12/2018)
IAR
Texas(4/2/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SW
SCULATI WEALTH MANAGEMENT, LLC
LONE PINE WEALTH MANAGEMENT, LLC | SCULATI, DAVID JOHN | SCULATI WEALTH MANAGEMENT, LLC | LONE PINE WEALTH MANAGMENT, LLC
CRD#: 158783 / SEC#: 801-112320
RIA
Registered Investment Advisory firm - (1/22/2018 Approved)California
Registered Investment Advisory firm - (2/22/2018 Terminated)Louisiana
Registered Investment Advisory firm - (1/23/2018 Terminated)Michigan
Registered Investment Advisory firm - (1/26/2018 Terminated)Ohio
Registered Investment Advisory firm - (1/29/2018 Terminated)Texas
Registered Investment Advisory firm - (1/23/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7457 Franklin Road, Suite 222, Bloomfield Hills, MI 48301
Mailing Address
Phone number
(248) 325-9947
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 962 |
| AUM (Assets Under Management) | $ 347,231,078 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
