David R. Marchesani
Professional summary
David Richard Marchesani is a registered financial advisor currently at IAPETUS CAPITAL, INC. located in San Diego, California.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. David has worked at 2 firms and has passed the Series 66, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Richard Marchesani's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 29, 2015 - Present
IAPETUS CAPITAL, INC.
October 21, 2005 - January 5, 2006
MORGAN STANLEY DW INC.
September 27, 2005 - January 5, 2006
MORGAN STANLEY DW 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
(4/29/2015)
(12/10/2021)
Exams
Current Firm
IAPETUS CAPITAL, INC.
CRD#: 175189 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 45 |
| AUM (Assets Under Management) | $ 81,092,279 |
Red Flags
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