David D. Polatis
Professional summary
David Dean Polatis, who also goes by David Polatis, is a registered financial advisor currently at MANAGED WEALTH ADVANTAGE, LLC located in Saint George, Utah.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. David has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Dean Polatis's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 9, 2012 - Present
MANAGED WEALTH ADVANTAGE, LLC
Office #1: 1240 East 100 South Suite 3, Saint George, UT 84790May 2, 2001 - April 7, 2003
VOYA FINANCIAL ADVISORS, INC.
November 27, 2000 - April 7, 2003
VOYA FINANCIAL ADVISORS, INC.
October 22, 1999 - December 8, 2000
WALNUT STREET SECURITIES, INC.
November 6, 1998 - October 4, 1999
CONSECO SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/18/2017)
(10/9/2012)
Exams
Current Firm
MANAGED WEALTH ADVANTAGE, LLC
CRD#: 164073 / SEC#:
Contact information
Red Flags
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Company Information
MANAGED WEALTH ADVANTAGE, LLC
CRD#: 164073Saint George, UT 84790TRUST BUT VERIFY
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