DA
David C. Anderson
1808 CAPITAL PARTNERS | Branch Manager
GREENSBORO, NC 27408
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CRD#: 4348821
DA
Professional summary
David Charles Anderson, who also goes by David C Anderson, is a registered financial advisor currently at 1808 CAPITAL PARTNERS located in Greensboro, North Carolina.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. David has worked at 4 firms and has passed the Series 66, SIE, Series 3, Series 7, Series 10, Series 9 and Series 4 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David C Anderson
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.
(1)Name of Business: 1808 capital partners Address: 5 Corporate Center Ct Ste 100, Greensboro, NC, 27408, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/09/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: financial advisor (2)Name of Business: phantomdca, llc Address: 5 Corporate Center Ct, Ste 100, Greensboro, NC, 27408, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/03/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: own the building we rent for our RJFS business practice. coordinate with management company to keep facilities running and other tenants compacent
CRS (Client Relationship Summary) - RIA
Click below to view David Charles Anderson'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®
NoneExperience
Current
November 15, 2024 - Present
1808 CAPITAL PARTNERS
Office #1: 5 Corporate Center Ct Suite 100, Greensboro, NC 27408RIA
CRD#: 332702
GREENSBORO, NC
Past
April 5, 2017 - November 8, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
GREENSBORO, NC
Past
March 9, 2017 - November 8, 2024
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
Greensboro, NC
Past
December 31, 2001 - March 10, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
GREENSBORO, NC
Past
July 18, 2001 - March 10, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
GREENSBORO, NC
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".
1C
1808 CAPITAL PARTNERS
1808 CAPITAL PARTNERS | ONE8ZERO8, LLC | 1808 CAPITAL PARTNERS, LLC
CRD#: 332702 / SEC#: 801-131397
RIA
Registered Investment Advisory firm - (10/31/2024 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
North Carolina(11/15/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
1C
1808 CAPITAL PARTNERS
1808 CAPITAL PARTNERS | ONE8ZERO8, LLC | 1808 CAPITAL PARTNERS, LLC
CRD#: 332702 / SEC#: 801-131397
RIA
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Contact information
Main Address
5 Corporate Center Ct Suite 100, Greensboro, NC 27408
Mailing Address
Phone number
(336) 814-9800
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 995 |
| AUM (Assets Under Management) | $ 650,959,830 |
Red Flags
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Company Information
1808 CAPITAL PARTNERS
Branch ManagerCRD#: 332702Greensboro, NC 27408TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
