Jeremy S. David

LITTLE HOUSE CAPITAL

BRAINTREE, MA 02184

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CRD#: 3207352

Professional summary

Jeremy Sundance David, CFP®, who also goes by Jeremy S David, is a registered financial advisor currently at LITTLE HOUSE CAPITAL, LLC located in Braintree, Massachusetts.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jeremy has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeremy S David

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Sundance David's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2011

Experience

Current

December 12, 2017 - Present

LITTLE HOUSE CAPITAL, LLC

Office #1: 35 Braintree Hill Park, Suite 100, Braintree, MA 02184

RIA

CRD#: 290070

BRAINTREE, MA

Past

October 2, 2001 - July 18, 2005

IFMG SECURITIES, INC.

CRD#: 14416

PURCHASE, NY

Past

August 25, 1999 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

August 25, 1999 - October 2, 2001

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, 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".

LITTLE HOUSE CAPITAL, LLC

BLUEDOOR PRIVATE WEALTH, LLC | LITTLE HOUSE CAPITAL, LLC

CRD#: 290070 / SEC#: 801-111981

RIA

Registered Investment Advisory firm - (11/2/2017 Approved)

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

Massachusetts
(12/12/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/8/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/30/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/7/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/16/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LITTLE HOUSE CAPITAL, LLC

BLUEDOOR PRIVATE WEALTH, LLC | LITTLE HOUSE CAPITAL, LLC

CRD#: 290070 / SEC#: 801-111981

RIA

Registered Investment Advisory firm - (11/2/2017 Approved)

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Contact information

Main Address

35 Braintree Hill Park #100, Braintree, MA 02184

Mailing Address

Phone number

(617) 545-5600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LHC PART 2A 3/27/2019 (4/28/2025)

Regulatory assets under management

Total Number of Accounts	722
AUM (Assets Under Management)	$ 601,441,128

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/13/2025	Cover Page	Report
12/17/2024	Cover Page	Report
08/10/2023	Cover Page	Report
12/13/2022	Cover Page	Report

Red Flags

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

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jeremy S. David

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Sundance David's CRS (Customer Relationship Summary).

Certified licenses

Experience

IFMG SECURITIES, INC.

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

LITTLE HOUSE CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/8/2000

Series 63

Date: 3/30/1999

Series 7

Date: 2/7/2000

Series 6

Date: 6/16/1999

Current Firm

LITTLE HOUSE CAPITAL, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LITTLE HOUSE CAPITAL, LLC

TRUST BUT VERIFY

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