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DP

David B. Pittman

METRIC FINANCIAL
Atlanta, GA 30309
Some features on this profile are disabled
CRD#: 4546149
DP

Professional summary

David Bradley Pittman, CIMA® is a registered financial professional currently at METRIC FINANCIAL, LLC located in Atlanta, Georgia.

David is registered as a RR (Registered Representative) and started their career in finance in 2002. David has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
Strategic Blueprint, LLC - Investment Related - 2200 Century Parkway, Suite 500, Atlanta, GA 30345 - Registered Investment Adviser - Executive Vice President - 04/2018 - 160 hours/month, 130 during trading - operations, marketing, and business development.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view David Bradley Pittman'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®
CIMA®

Certified Investment Management Analyst

Experience

Current

January 28, 2025 - Present

METRIC FINANCIAL, LLC

Office #1: 1180 West Peachtree St.nw Suite 1910, Atlanta, GA 30309
BD
CRD#: 33324
Atlanta, GA
Past

June 6, 2022 - December 16, 2024

ORCHARD SECURITIES, LLC

BD
CRD#: 133378
PLEASANT GROVE, UT
Past

March 19, 2019 - December 24, 2019

TIMBREL CAPITAL, LLC

BD
CRD#: 298131
Atlanta, GA
Past

July 11, 2018 - June 6, 2022

STRATEGIC BLUEPRINT, LLC

RIA
CRD#: 284840
ATLANTA, GA
Past

June 11, 2018 - June 6, 2022

THE STRATEGIC FINANCIAL ALLIANCE, INC.

BD
CRD#: 126514
ATLANTA, GA
Past

July 12, 2011 - March 9, 2018

FS INVESTMENT SOLUTIONS, LLC

BD
CRD#: 145244
PHILADELPHIA, PA
Past

June 25, 2002 - November 1, 2010

WELLS INVESTMENT SECURITIES,INC.

BD
CRD#: 15252
NORCROSS, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Georgia
(1/28/2025)
RR
Illinois
(6/4/2025)
RR
Puerto Rico
(3/12/2025)
RR
Virginia
(1/28/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 7/26/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/24/2002
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/11/2015
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

MF
METRIC FINANCIAL, LLC
METRIC FINANCIAL INC. | NEWBURY, PIRET SECURITIES, INC. | NEWBURY, PIRET & CO., INC. | NEWBURY PIRET COMPANY | NEWBURY PIRET & CO. | METRIC FINANCIAL, LLC

CRD#: 33324 / SEC#: , 8-46684

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
1180 West Peachtree St.nw Suite 1910, Atlanta, GA 30309
Mailing Address
1180 West Peachtree St.nw Suite 1910, Atlanta, GA 30309
Phone number
(678) 528-1151
Established
Georgia since 05/01/1981
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
GRELLA MANAGEMENT LLC.MEMBER
GRELLA, JOHN EDWARDCEO6757707
JONES, SHARON DOSTERFINOP/PFO/POO/CCO3124470

Disclosures

Regulatory Event1

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.

Company Information

METRIC FINANCIAL, LLC

CRD#: 33324Atlanta, GA 30309

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