DH
David A. Harry
DTM3
Snohomish, WA
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CRD#: 5496954
DH
Professional summary
David Andrew Harry is a registered financial advisor currently at DTM3 CORPORATION located in Snohomish, Washington.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. David has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
DTM3 provides a variety of services including but not limited to: investment advisory services, insurance products, corporate benefits and related professional and administrative consulting services which assist and create synergy for our private clients. These services are indicated in our U4,ADV and ADV-2 and are NOT executed as an "other" business.
CRS (Client Relationship Summary) - RIA
Click below to view David Andrew Harry'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
March 11, 2011 - Present
DTM3 CORPORATION
RIA
CRD#: 154339
Snohomish, WA
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
Washington(3/11/2011)
Current Firm
DC
DTM3 CORPORATION
DTM3 CORPORATION
CRD#: 154339 / SEC#:
Washington
Registered Investment Advisory firm - (3/11/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Snohomish, WA
Mailing Address
Phone number
(206) 459-9500
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 114 |
| AUM (Assets Under Management) | $ 13,864,788 |
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.
